Wealth Advisor Private Client Advisor

Mercor is hiring on behalf of a next-generation wealth advisory group that combines personalized financial planning with data-driven insights and AI-enhanced portfolio solutions. Were seeking an experienced Wealth Advisor / Private Client Advisor to build retain 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

Youll serve as the primary advisor to a select group of clients managing both financial plans and multi-asset investment portfolios. This is a remote flexible (2030 hrs / week) opportunity designed for seasoned advisors who excel at relationship management asset allocation and long-term strategy execution.

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.

CFP CFA CPA or MBA preferred.

Why Join

Flexible 2030 hour / 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.

Gain access to cutting-edge portfolio tools and intelligence platforms to enhance client outcomes.

Build enduring client relationships with a focus on holistic long-term financial success.

Key Skills

Channel Marketing,Accounting Tally,CSS,Corporate Risk Management,Hibernate,Brokerage

Employment Type : Full Time

Experience : years

Vacancy : 1