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Senior Investment Consultant – Hybrid; Wealth & Retirement

Job in Lake Forest, Orange County, California, 92630, USA
Listing for: Internal Revenue Service
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Financial Analyst, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 122000 - 245000 USD Yearly USD 122000.00 245000.00 YEAR
Job Description & How to Apply Below
Position: Senior Investment Consultant – Hybrid (Wealth & Retirement)

Mercer, a Marsh business, seeks an Investment Consultant based in multiple U.S. cities with a hybrid in-office requirement. You will advise institutional clients on investment objectives, policy, asset allocation, and manager selection while presenting updates to executives and expanding client relationships.

The role emphasizes fiduciary responsibilities, data-driven analysis, and collaboration with specialist teams. Strong PowerPoint/Excel skills and CFA/MBA being advantageous are preferred.

This is a genuine position to take on the Senior Investment Consultant – Hybrid (Wealth & Retirement) role at Internal Revenue Service.

Join Internal Revenue Service and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Senior Investment Consultant – Hybrid (Wealth & Retirement) role at Internal Revenue Service, based in Lake Forest, CA, United States.

Position Requirements
10+ Years work experience
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