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

You’ll 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

Why Join

Key Skills

Employment Type : Full Time

Experience : years

Vacancy : 1

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