Wealth Management Advisor | $200/hr

Overview

Mercor connects elite creative and technical talent with leading AI research labs. We are seeking a Wealth Advisor / Private Client Advisor to provide personalized service to high net worth (HNW) and ultra high net worth (UHNW) clients.

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 credentials.

Compensation & Location

Contract – Remote – 20–30 hours/week – $200/hour.

Application Process

Upload resume → AI interview based on your resume → Submit form.

For interview process details, visit For help,

#J-18808-Ljbffr