Wealth Advisor / Private Client Advisor at Mercor

Wealth 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