Job Overview
Location
Remote, USA
Job Type
Full-time
Category
Finance
Date Posted
April 21, 2026
Full Job Description
đź“‹ Description
- • The Investment Specialist role supports Mercer Advisors’ Investment Department’s Portfolio Management Group (PMG), serving as a client-facing partner to Sr. Investment Strategists in delivering expert investment insights and portfolio solutions to prospective and new clients.
- • Day-to-day responsibilities include supporting Investment Strategists in partnership with RVPs, constructing portfolios across asset classes (including alternatives), liaising with the Portfolio Consulting Group for client proposals, and delivering educational materials that communicate the firm’s investment philosophy and platform to prospects and advisors.
- • Mercer Advisors is a nationally ranked, independent fiduciary RIA firm serving over 31,300 families across 90+ U.S. cities, integrating financial planning, investment management, tax, estate, and insurance services under one team, with a commitment to diversity (50% women workforce) and flexible remote work arrangements.
- • This role offers significant career acceleration potential into Portfolio Management and Wealth Management, providing hands-on experience in high-net-worth client engagement, investment analysis, and strategic support within a top-ranked national firm.
🎯 Requirements
- • 3-5 years of wealth management experience, preferably in an independent wealth management firm, RIA, or similar environment
- • Comprehensive understanding of public markets, portfolio design, complex investment vehicles, and investment models
- • Series 65 license required (or obtainable within 3 months of start date), unless exempt via CFA, CFP, or other qualifying professional designations
- • Strong quantitative skills and ability to communicate effectively with remote stakeholders across multiple time zones
- • Familiarity with alternative investments and quantitative/factor-based investing is a plus; CFA or CAIA charter preferred
🏖️ Benefits
- • Company-paid basic life and AD&D insurance, plus short- and long-term disability coverage
- • Comprehensive health benefits including three Cigna medical plans (two HDHPs, one traditional copay), Kaiser plans in California, and HSA with company contributions for HDHP enrollees
- • Generous paid time off program, 14 company-paid holidays (including full Thanksgiving week), 8 weeks paid parental leave, and dependent care savings account
- • 401(k) retirement plan with Traditional and Roth options, employer match, after-tax option, and pet insurance availability
- • Supplemental insurance options (life, AD&D, accident, critical illness, hospital indemnity), Employee Assistance Plan, Family Medical Leave, and company-paid concierge services for aging parents, childcare, and life challenges
Skills & Technologies
Remote
About Mercer Global Advisors Inc.
Mercer Global Advisors is a national registered investment adviser providing wealth management, financial planning, tax, estate, insurance, and business advisory services to high-net-worth individuals, families, and institutions. Founded in 1985 and headquartered in Denver, it operates through a network of offices across the United States, integrating planning, investment strategy, and tax consulting under a fiduciary standard.
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