Remote Wealth Advisor / Private Client Advisor - AI Trainer ($200-$200 per hour)

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.

• 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 (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
• 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 / 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.