Posted over 30 days ago. Roles like this often stay open for a while, so it's still worth applying.
Wealth Advisor / Private Client Advisor at Mercor
posted 11 months agoWealth Advisor | $200/hr | Remote in US | 20-30 hrs/week
Join a next-generation wealth advisory group that combines personalized financial planning with data-driven insights and AI-enhanced portfolio solutions. We're seeking an experienced Wealth Advisor to build and grow relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients through comprehensive financial planning and bespoke investment strategies.
Role Overview
Serve as the primary advisor to a select group of clients, managing both financial plans and multi-asset investment portfolios. This is a flexible, remote opportunity (20–30 hours per week) designed for seasoned advisors who excel at relationship management, asset allocation, and long-term strategy execution.
Key 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 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
- CFP, CFA, CPA, or MBA preferred
Why Join
- Flexible 20–30 hour per week structure — ideal for experienced advisors balancing client work and strategic growth
- Work remotely with a global team transforming wealth management through AI and analytics
- Partner with innovative professionals across finance, data, and technology
- Access cutting-edge portfolio tools and intelligence platforms to enhance client outcomes
- Build enduring client relationships with a focus on holistic, long-term financial success
How to apply for this role
- Upload your resume — keep it up-to-date and in English. Mercor will auto-fill your profile from it.
- Complete the AI interview — a 15-minute conversation about your experience. Be ready to discuss specific projects and challenges you've solved.
- Submit your application — only about 20% of applicants finish all the steps, so completing yours puts you well ahead.