Endowment & Foundation Investment Advisor (Hybrid)

Mercer
Phoenix, US
Hybrid

Job Description

A leading investment consultancy is looking for a talented individual to join their Wealth Investment team. This hybrid role involves working closely with Endowment and Foundation clients, primarily focusing on delivering investment advice and solutions. The ideal candidate will have 7 to 15 years of relevant experience, strong client service skills, and ideally a CFA, CFP, or CAIA designation. The role offers competitive compensation and an extensive rewards package.

Skills & Requirements

Technical Skills

CFACFPCAIAclient serviceCFACFPCAIAinvestmentwealth management

Level

mid

Posted

4/5/2026

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