Wealth Advisor / Private Client Advisor

Role Overview

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. We’re 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.

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 (20–30 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

#J-18808-Ljbffr