Wealth Management Expert - Portfolio Advisor
Mercor
wealth-management-jobs
wealth-management-advisor
investment-advisory-jobs
financial-advisory-jobs
portfolio-management-specialist
senior-wealth-advisor
wealth-advisor
wealth-management
investment
portfolio-management
financial-planning
client-advisory
analytical-thinking
communication
Job details
- Company
- Mercor
- Location
- United States
- Remote
- Yes
- Salary
- $140,000 - $180,000
- Field
- Finance
- Source
- via Himalayas
Posted
April 30, 2026
Is the job expired?
About this role
Wealth Management Expert - Portfolio Advisor to review and evaluate AI-generated outputs related to portfolio recommendations, financial planning scenarios, and investment research.
Requirements
- 3+ years of professional experience at an RIA, wirehouses, private bank, asset manager, or family office.
- Background in financial planning, client advisory, portfolio management, or asset allocation.
- Strong analytical thinking and ability to translate advisory workflows into structured evaluation tasks.
- Clear written communication and attention to detail.
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- 401k Matching
- Retirement Plan
Originally posted on Himalayas
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