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Mercor

Remote Private Wealth Advisor for UHNW Portfolios

Mercor, New York, New York, us, 10261

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A next-generation wealth advisory group is seeking an experienced Wealth Advisor to build and retain relationships with high-net-worth clients. This remote position involves managing financial plans and multi-asset investment portfolios. Ideal candidates will have 5+ years in wealth management, proven success in client asset management, and strong communication skills. The role offers a flexible structure, allowing seasoned advisors to balance client work while transforming wealth management through AI and analytics. #J-18808-Ljbffr