Senior Portfolio Consultant (Mountain or Pacific Time Zones)
Mercer Advisors · Remote, USA
Posted about 2 months ago
or apply directly on Mercer Advisors's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 57 days Mercer Advisors's roles stay open a median of 82 days
- Reposted
- No
- Salary listed
- No 0% of Mercer Advisors's roles list one
- Ghost-job risk at Mercer Advisors
- high 104 stale, 5 reposted of 104 open
- Hiring momentum
- 167 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-10-25
Measured from postings appearing on and disappearing from Mercer Advisors's own greenhouse board since 2026-08-03. Full hiring picture for Mercer Advisors.
About this role
The Senior Portfolio Consultant will play a key role in managing investment implementations for complex portfolios and high net worth clients. This position involves collaborating with various departments to ensure strategic alignment and delivering exceptional service, including leading presentations and providing insights to optimize client portfolios. The role offers opportunities for career advancement within the company.
- benefits
- 5/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Mercer Advisors as an employer.
What you need
- Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Psychology, or Finance related)
- CFP ® and/or Series 65 required
- Minimum 4 years of financial industry related experience
- Strong problem-solving experience and skills
- Excellent analytical and organizational skills
- Strong communication skills, both written and verbal
Nice to have
- CFA or advanced degree preferred
- Working knowledge of Orion and Morningstar preferred
- Advanced knowledge of MS Excel preferred, including advanced data analytics
What you get
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
Worth weighing
- Remote position with a strong preference for candidates in Mountain or Pacific time zones
- Role may require early or late hours to meet business tasks and deadlines
- Travel assumed up to 10% of the time
Summarised from Mercer Advisors's posting. Read the full original.
Listed by Mercer Advisors on their greenhouse job board, last confirmed open on 2026-10-25. PitchMeAI is not the employer.
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