Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or ... Certified Financial Planner (CFP) designation; additional certifications Chartered Financial ...
Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or ... Certified Financial Planner (CFP) designation; additional certifications Chartered Financial ...
Chief Investment Officer
Prague, OK · On-site
Monitor economic trends, market conditions, and investment opportunities to inform decision-making ... Chartered Financial Analyst (CFA) * Chartered Alternative Investment Analyst (CAIA) * Financial ...
Quick apply
Chief Investment Officer
Prague, OK · On-site
Monitor economic trends, market conditions, and investment opportunities to inform decision-making ... Chartered Financial Analyst (CFA) * Chartered Alternative Investment Analyst (CAIA) * Financial ...
You will also maintain a current body of knowledge of economic and financial market trends and ... Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation is preferred.
You will also maintain a current body of knowledge of economic and financial market trends and ... Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation is preferred.
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial ... Advanced knowledge of the economic landscape/general understanding of impact on the Firm and ...
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial ... Advanced knowledge of the economic landscape/general understanding of impact on the Firm and ...
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial ... Advanced knowledge of the economic landscape/general understanding of impact on the Firm and ...
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial ... Advanced knowledge of the economic landscape/general understanding of impact on the Firm and ...
Certified Financial Planner (CFP) designation; additional certifications Chartered Financial ... economic landscape/general understanding of impact on the Firm and clients Business Ops - CSU ...
Certified Financial Planner (CFP) designation; additional certifications Chartered Financial ... economic landscape/general understanding of impact on the Firm and clients Business Ops - CSU ...
Certified Financial Planner (CFP) designation; additional certifications Chartered Financial ... economic landscape/general understanding of impact on the Firm and clients Business Ops - CSU ...
Quick apply
Certified Financial Planner (CFP) designation; additional certifications Chartered Financial ... economic landscape/general understanding of impact on the Firm and clients Business Ops - CSU ...
Financial Legal Examiner 3-4
Olympia, WA · On-site +1
$7K - $11K/mo
Financial Legal Examiners perform analysis of Washington State-chartered credit unions that are ... A bachelor's in finance, accounting, business administration, economics or related field. And Two ...
Financial Legal Examiner 3-4
Olympia, WA · On-site +1
$7K - $11K/mo
Financial Legal Examiners perform analysis of Washington State-chartered credit unions that are ... A bachelor's in finance, accounting, business administration, economics or related field. And Two ...
Certified Financial Planner (CFP) designation; additional certifications Chartered Financial ... economic landscape/general understanding of impact on the Firm and clients Business Ops - CSU ...
Quick apply
Certified Financial Planner (CFP) designation; additional certifications Chartered Financial ... economic landscape/general understanding of impact on the Firm and clients Business Ops - CSU ...
Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or ... Certified Financial Planner (CFP) designation; additional certifications Chartered Financial ...
Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or ... Certified Financial Planner (CFP) designation; additional certifications Chartered Financial ...
Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or ... Certified Financial Planner (CFP) designation; additional certifications Chartered Financial ...
Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or ... Certified Financial Planner (CFP) designation; additional certifications Chartered Financial ...
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial ... Advanced knowledge of the economic landscape/general understanding of impact on the Firm and ...
Quick apply
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial ... Advanced knowledge of the economic landscape/general understanding of impact on the Firm and ...
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial ... Advanced knowledge of the economic landscape/general understanding of impact on the Firm and ...
Quick apply
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial ... Advanced knowledge of the economic landscape/general understanding of impact on the Firm and ...
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial ... Advanced knowledge of the economic landscape/general understanding of impact on the Firm and ...
Quick apply
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial ... Advanced knowledge of the economic landscape/general understanding of impact on the Firm and ...
Operations Planning Manager
Hoboken, NJ · On-site
A.) Limited, ("SMTBUSA"), was originally established in 1987 as a New York State chartered trust ... Bachelor's degree in business or economics or its equivalent. * Good knowledge of finance ...
Operations Planning Manager
Hoboken, NJ · On-site
A.) Limited, ("SMTBUSA"), was originally established in 1987 as a New York State chartered trust ... Bachelor's degree in business or economics or its equivalent. * Good knowledge of finance ...
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial ... Advanced knowledge of the economic landscape/general understanding of impact on the Firm and ...
Quick apply
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial ... Advanced knowledge of the economic landscape/general understanding of impact on the Firm and ...
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial ... Advanced knowledge of the economic landscape/general understanding of impact on the Firm and ...
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial ... Advanced knowledge of the economic landscape/general understanding of impact on the Firm and ...
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial ... Advanced knowledge of the economic landscape/general understanding of impact on the Firm and ...
Quick apply
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial ... Advanced knowledge of the economic landscape/general understanding of impact on the Firm and ...
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial ... Advanced knowledge of the economic landscape/general understanding of impact on the Firm and ...
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial ... Advanced knowledge of the economic landscape/general understanding of impact on the Firm and ...
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial ... Advanced knowledge of the economic landscape/general understanding of impact on the Firm and ...
Quick apply
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial ... Advanced knowledge of the economic landscape/general understanding of impact on the Firm and ...
Chartered Economist information
See salary details
$46K - $53K
4% of jobs
$53K - $59.9K
9% of jobs
$59.9K - $66.9K
4% of jobs
$67.9K is the 25th percentile. Wages below this are outliers.
$66.9K - $73.8K
52% of jobs
$73.8K - $80.8K
2% of jobs
$80.8K - $87.7K
1% of jobs
$87.7K - $94.7K
1% of jobs
$96.2K is the 75th percentile. Wages above this are outliers.
$94.7K - $101.6K
7% of jobs
$101.6K - $108.6K
1% of jobs
$108.6K - $115.5K
3% of jobs
$115.5K - $122.5K
15% of jobs
$46K
$82.1K
$122.5K
How much do chartered economist jobs pay per year?
What is the highest paid job in economics?
What does a chartered economist do?
How do you become a chartered economist?
What is a Chartered Economist job?
A Chartered Economist is a professional who has obtained a recognized certification in economics, demonstrating expertise in economic analysis, policy-making, and financial decision-making. They apply economic theories and models to assess market trends, guide businesses, and advise governments on economic strategies. Chartered Economists often work in industries such as finance, consulting, policy research, and academia. Their role involves interpreting economic data, evaluating fiscal policies, and providing strategic recommendations for economic growth and stability. Earning the Chartered Economist designation typically requires completing specific academic qualifications, gaining relevant work experience, and passing professional examinations.
Is there a chartered economist?
What are the key skills and qualifications needed to thrive in the Chartered Economist position, and why are they important?
To thrive as a Chartered Economist, you need a deep understanding of economic theory, quantitative analysis, and advanced statistical modeling, typically supported by a degree in economics and professional accreditation such as the Chartered Economist designation. Familiarity with econometric software (like Stata or EViews), data visualization tools, and financial databases is often required. Strong presentation, critical thinking, and report-writing abilities set standout candidates apart. These competencies enable Chartered Economists to provide accurate economic insights and actionable recommendations in complex, data-driven environments.
What are the typical daily responsibilities of a Chartered Economist?
As a Chartered Economist, your daily responsibilities often include gathering and analyzing economic data, building forecasts, preparing detailed reports, and presenting findings to stakeholders or clients. You may also be involved in advising organizations on macroeconomic trends, developing economic models, and evaluating the impact of policy changes or market developments. Collaboration with fellow economists, policy analysts, or business leaders is common, especially for large-scale projects or strategic planning. Staying updated with the latest research and developments in the field is also a key part of your role.
Mercer Advisors rating
8.9
Based on 5 frontline employees who took The Breakroom Quiz
Job description
Job Summary:
The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region-wide business development and client service efforts.
Essential Job Functions for the Wealth Advisor will include:
- Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients
- Ensuring retention of the firm's clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth
- Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients
- Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning
- Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients
- Managing client communications and follow-up with clients' other advisors
- Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention
- Attending company workshops or lectures and speak to groups of potential clients when called upon
- Implementing company policies and procedure
- Other duties as needed
Required Knowledge, Skills and Abilities:
Education:
- Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus
Experience:
- Five to twenty-five years of job-related experience
Certifications:
- Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered
- Specialized expertise preferred but not mandatory. Examples, include but not limited to CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA.
Job Skills:
- Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts
- Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning
- Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired
- Continually seeks to enhance job knowledge, learn quickly and efficiently
- Must be a humble, entrepreneurial, hardworking team player with a positive "can do" attitude
- Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred
- Technical and analytical training and experience in financial planning
- Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment
- Ability to work without close supervision managing and prioritizing deliverables
- Must be highly flexible and confidential with all matters
- Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role
Competencies:
Business & Technological Knowledge
Industry Experience
Advanced knowledge of the industry, financial products, and financial planning concepts
Economic Landscape
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Business Ops - CSU
Strong working/core understanding of CSU Operations
SO's - FWS
Can generate and review performance reports and present recommendations to client relationship manager
SO's - FP
Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients
Wealth Management
Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities
Core Tech/Platforms
Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign)
Compliance
Comprehensive understanding of compliance requirements
INTERPERSONAL EFFECTIVENESS
Teamwork & Collaboration
Role model for cross-Firm teamwork and collaboration
Work Environment
Role model for contributing to a positive work environment
Balancing Priorities
Balances competing priorities and manages time pressures with composure
Trustworthiness
Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability
Professional Presence
If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions
Communications
Presents oral and written communications in a concise and well-organized form
CLIENT FOCUS & ACCOUNTABILITY
Client Service
Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Wealth Advisors
Resource Coordination
Begins to establish internal resource channels needed to deliver high quality work on a timely basis
Growth Mindset
Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market
Quality
Takes responsibility for ensuring work quality
LEADERSHIP
Guiding Principles
Consistently demonstrates full commitment to Firm vision and values
Talent Development & Team Leadership
Formally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing. Seeks new leadership opportunities.
Innovation & Change Management
Identifies opportunities for improvement and proposes solutions
Firm-building
Represents the Firm in a professional manner
Driving Results
Partners with others to support achievement of KPI goals
Work Schedule: Business hours Monday through Friday.
Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.
#LI-Hybrid
About Mercer Advisors
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
201 - 500 Employees
Headquarters location
Denver, CO, US
Year founded
1985