Remote Senior Portfolio Consultant
Remote / Online - Candidates ideally in
Boise, Ada County, Idaho, 83701, USA
Listed on 2026-08-16
Boise, Ada County, Idaho, 83701, USA
Listing for:
Doist
Remote/Work from Home
position Listed on 2026-08-16
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Mercer Advisors is seeking a Portfolio Consultant III to drive investment management services for Wealth Advisors. You will be the primary contact for portfolio strategy, ensuring accurate investment implementations and supporting assimilations of acquired firms into our platform.
You will collaborate with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading to align objectives and deliver exceptional service, with strong growth opportunities across Portfolio Management and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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