Financial Planning Consultant

Be among the first 25 applicants. This pay range is provided by Mercor. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$200.00/hr - $200.00/hr

Direct message the job poster from Mercor.

About the Job

Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey.

Position

We are looking for a Wealth Advisor / Private Client Advisor.

Type

Contract

Compensation

$200/hour

Location

Remote

Commitment

20–30 hours/week

Role Responsibilities

• Manage and deepen relationships with HNW and UHNW clients, delivering exceptional service and trust-based advice.
• Develop and implement holistic financial and investment plans aligned with client goals, liquidity needs, and risk tolerance.
• Conduct asset allocation, portfolio reviews, and performance evaluations.
• Identify opportunities to grow client AUM through strategic referrals and value‑driven engagement.
• Collaborate with investment and planning teams to integrate AI insights, risk analytics, and digital portfolio tools.
• Maintain a deep understanding of tax, estate, and retirement planning strategies.

Qualifications

• 5+ years of experience in wealth management, private banking, or RIA environments.
• Proven track record managing $20M+ in client assets.
• Expertise in financial planning, portfolio construction, and client communication.
• Strong interpersonal and relationship‑building skills with a client‑first mindset.
• Knowledge of financial planning software, CRM systems, and investment platforms.

Preferred

• CFP, CFA, CPA, or MBA preferred.

Application Process (takes 20–30 minutes to complete)

• Upload resume
• AI interview based on your resume
• Submit form

Resources & Support

• For details about the interview process and platform information, please check:
• For any help or support, reach out to:

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.

Seniority level

Not Applicable

Employment type

Part-time

Job function

Finance

Industry

Software Development