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Senior Investment Strategist Hybrid (Wealth & Portfolio)

L5

mercer advisorsDenver, CO3 days ago

Occupations

Investment Fund ManagersPersonal Financial AdvisorsFinancial and Investment Analysts

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
Mercer Advisors is seeking an Investment Strategist to join the hybrid team across Pacific, Mountain, or Central Time Zones. You will partner with regional advisors, deliver portfolio construction guidance, and translate investment philosophy into practical client strategies for high net worth individuals. The ideal candidate has 10 years of wealth management experience, licenses (Series 65), and advanced degrees such as MBA or CFA.
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Apply now (opens in a new tab)

Level

SeniorL5

Location

Denver, CO

Occupation

Investment Fund Managers

Industry

Portfolio Management and Investment Advice

Posted

3 days ago

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