Portfolio Consultant Jobs

The League of Credit Unions & Affiliates (The League) is seeking a remote Payments Portfolio Consultant to join our LEVERAGE Payment Solutions Team. We're seeking a payments professional who brings both expertise and a passion for driving results. Do you have direct experience in debit, credit, or c

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind

Summary: · Job Title: IT Portfolio Consultant - DoD Financial Management IT Portfolio · Clearance: Active Secret clearance or higher · Work Location Type: Ft. Belvoir · Work Type: Hybrid – 3 onsite, 2 remote IT Portfolio Consultant - DoD Financial Management IT Portfolio. BizFirst is assisting our c

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind

Responsibilities: Provide investment opinions & conduct briefings on investment market trend and investment products features. Deliver investment strategies to meet customers' investment needs. Support investment sales activities & client meeting. Provide coaching on a wide range of investment produ