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Remote Wealth Advisor for UHNW Clients | AI Planning

4 weeks ago


Canada Mercor Full time

A financial advisory firm is seeking a Financial Planning Consultant to manage high-net-worth clients remotely. You will be responsible for developing comprehensive financial and investment plans, conducting portfolio reviews, and collaborating with planning teams to deliver exceptional service. Ideal candidates will have at least 5 years of experience in wealth management and a strong client-first mindset. A compensation of $200/hour is offered for 20–30 hours per week.#J-18808-Ljbffr