Remote Wealth Advisor for UHNW Clients

Wealth-Management Consultant 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...

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...

Financial Planning Consultant - Wealth Mgmt 3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by Mercor. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $200.00/hr - $200.00/hr Direct message the job poster...

Requisition ID: 241807Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Job Summary: The Business and Wealth Transition (BWT) Specialist plays a pivotal role within the Advanced Planning and Services team. This position is responsible for delivering integrated, total wealth planning solutions and strategic...

Requisition ID: 241803Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Job Purpose: The Senior Manager, Wealth Management Taxation plays a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by providing tax planning expertise and enhancing the...

A leading provider of digital solutions for financial institutions is seeking a Sales Director for Advisor Wealth Technology to drive growth in the Canadian financial services market. This role offers a hybrid or remote working environment and requires a proven track record in B2B software sales. Candidates should possess a deep understanding of the Canadian...

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...

Sales Director - Advisor Wealth Technology (AWT) REMOTE - Ontario, Canada What is Equisoft? Equisoft is a global provider of digital solutions for insurance and investment, recognized by over 250 of the world's leading financial institutions. We offer a comprehensive ecosystem of scalable solutions that help our customers meet all the challenges brought...

Head of Advisor Engagement, Western Region Join to apply for the Head of Advisor Engagement, Western Region role at Independent Advisor Solutions. Location: This position will be based out of our Calgary office. Founded in 2024, Independent Advisor Solutions Inc. provides a suite of distinct solutions for advisors, including sub-advisory oversight of...

3 days ago Be among the first 25 applicants This range is provided by Mercor. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $200.00/hr - $200.00/hr About The Job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our...