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Certified Financial Planning Professional

4 weeks ago

Canada Mercor Full time

Base pay range $200.00/hr - $200.00/hr About Mercor Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position Wealth Advisor / Private Client Advisor Type Contract Compensation $200/hour Location Remote Commitment 20–30 hours/week Role 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. Must-Have 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. Preferred Qualifications CFP, CFA, CPA, or MBA preferred. Application Process Upload resume AI interview based on your resume Submit form Resources & Support For details about the interview process and platform information, please check: For any help or support, reach out to: Job Attributes Seniority level: Not Applicable Employment type: Part-time Job function: Finance Industries: Software Development PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity. #J-18808-Ljbffr