Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
The role is within the organization’s Portfolio Management Group (PMG). Within PMG, the Investment Strategist Team is the client facing side of PMG, specifically focused on partnering with the organization’s sales teams (RVPs) and interacting with the firm’s most sophisticated clients with complex investment portfolios across public and private markets. Investment Specialists support the firm’s Sr. Investment Strategists and report to the Sr. Director, Investment Strategy.
Investment Specialists provide sales and analytical support to Sr. Investment Strategists, who are the senior investment thought leaders across the organization and client-facing representatives of the organization with its largest and most sophisticated prospective and new-to-firm clients (Ascend and Regis segments). Specifically, Investment Specialists support Sr. Investment Strategists as they deliver expert insights to internal sales teams, prospective clients, and new-to-firm clients across the firm’s investment philosophy, processes, and platform.
The Investment Strategist Team is highly visible across the organization, and the Investment Specialist role provides excellent opportunity for career acceleration and advancement to many areas within the company including client-facing Portfolio Management and other business partner positions.
Essential Job Functions for this role include:
Core Function
- Provide leverage to Sr. Investment Strategists and scale their investment thought-leadership and expert insights across sales channel with prospective client opportunities, new-to-firm clients, and internal business partners (RVPs, advisors, planning/tax/estate strategists, etc.).
- Analyze prospective client investment portfolios and create customized portfolio illustrations incorporating the firm’s investment philosophy and robust investment platform through guidance from Sr. Investment Strategist.
- Develop thorough understanding of the firm’s investment platform and philosophy and provide Sr. Investment Strategists with the most relevant portfolio and market insights to prepare for sales presentations and industry events.
- Represent Sr. Investment Strategist in key business partner and asset manager meetings, with opportunity to participate in prospective and new-to-firm client meetings with proven success.
Knowledge, Skills, and Abilities:
- 3-5 years investment professional experience preferred, ideally in an independent wealth management firm, RIA, or similar firm.
- Excel in a fast-paced environment, requiring entrepreneurial mindset and ability to deliver on multiple time-sensitive projects daily with a high attention to detail.
- Comprehensive understanding of public markets, portfolio design, complex investment vehicles, and investment models.
- Ability to communicate effectively and frequently with multiple stakeholders working remotely.
- Strong quantitative skills required.
- Familiarity with alternative investments and quantitative, factor-based investing preferred.
- Advanced skills in Excel required, working knowledge of YCharts, Morningstar, and Emoney a plus.
- CFA Charter or CAIA a plus
- Series 65 required (Or attained within 3 months of start date), unless otherwise exempt due to attainment of other professional designations (CFA, CFP, etc.)
Work Schedule:
This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.
Working Conditions:
This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.
Application Deadline: The initial deadline for applications is 5/7/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- 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.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email [email protected]. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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