More jobs:
Portfolio Consultant III; Fully Remote
Remote / Online - Candidates ideally in
San Diego, San Diego County, California, 92101, USA
Listed on 2026-11-05
San Diego, San Diego County, California, 92101, USA
Listing for:
Mercer Advisors Inc.
Full Time, Remote/Work from Home
position Listed on 2026-11-05
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
- Drive investment management services for Wealth Advisors.
- Serve as main contact for portfolio strategy and implementations.
- Support newly acquired firms and develop client deliverables.
- CFP and/or Series 65 required; bachelor's degree preferred.
- Minimum 3 years financial industry experience.
- Strong Excel, analytical, and communication skills.
- Competitive pay, PTO, and 14 paid holidays.
- Medical, dental, vision, HSA, and 401(k) match.
- Paid parental leave and adoption assistance.
Mercer Advisors is a financial services firm helping families simplify their financial lives through integrated planning, investment management, tax, estate, and insurance. Serving 42,800+ families across the U.S., it offers a flexible, collaborative culture with many women employees and client-facing professionals.
Consider building your career as a Portfolio Consultant III (Fully Remote) at Mercer Advisors Inc.
We appreciate your interest in this position.
Join Mercer Advisors Inc. and contribute to our ongoing work.
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