Investment Strategy Specialist

4 days ago


Chesterfield, Derbyshire, United Kingdom Mercer Global Advisors Inc. Full time

**Salary Estimate**

The estimated salary for this position is between $80,000 and $110,000 per year, based on industry standards and location.

This figure may vary depending on factors such as experience, qualifications, and performance.

**Required Skills and Qualifications**

To succeed in this role, you will need:

  • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus
  • Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC), or Series 65 (S65) would be considered
  • Knowledge of and the ability to present investment, finance, insurance, and tax planning concepts
  • Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred

Benefits

Mercer Global Advisors Inc. offers a competitive and robust benefit package to our employees, including:

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan
  • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan
  • Two comprehensive Dental Plans
  • Dependent Care Savings Account for child and dependent care
  • 14 Company Paid Holidays with 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 (6 weeks)
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
  • Pet Insurance

EEO Statement

Mercer Global Advisors Inc. provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws.



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