Wealth Management Advisor | $200/hr

Join to apply for the Wealth Management Advisor | $200/hr role at Mercor .

Base pay range

$200.00/hr - $200.00/hr

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: 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

Must‑Have

• 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

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

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