About the job
Why Choose Mercer Advisors?
With over 40 years of experience, Mercer Advisors has been dedicated to enhancing the financial well-being of families by providing comprehensive solutions that simplify their financial lives. By merging financial planning, investment management, tax strategies, estate planning, insurance, and more under one umbrella, we effectively serve more than 31,300 families across over 90 cities nationwide. Proudly recognized as the #1 RIA Firm by Barron’s, we are a national fiduciary committed to acting solely in our clients' best interests.
At Mercer Advisors, we foster a unique work environment that prioritizes diversity and inclusion, with a client-facing team that is 50% women. Our flexible working arrangements and the absence of a formal headquarters allow us to attract exceptional talent from across the country.
Join our team and contribute to making a positive impact on the financial lives of families nationwide.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s ranking is based on various metrics, including size, growth, service quality, and technology. Visit here for important information about the ranking criteria methodology.
Job Summary:
The Portfolio Consultant II will play a pivotal role in delivering investment management services to Wealth Advisors, serving as the principal liaison for investment and portfolio management. Key responsibilities include collaborating with Advisors on portfolio strategy and objectives, ensuring precise execution of investment implementations, and transitioning taxable accounts to Mercer Advisors portfolio models, thereby enhancing the client experience. Success in this role hinges on delivering timely and efficient investment-related support and analysis to Advisors.
This position offers significant opportunities for career growth and advancement across various departments, including Portfolio Management, Investment Operations, and Wealth Management.
Essential Job Functions:
- Concierge-Level Service & Communication

