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Wealth Management Expert – Portfolio Advisor

  • Full Time
  • Anywhere

About Mercor

Mercor

Mercor is looking for a Wealth Management Expert – Portfolio Advisor to review and evaluate AI-generated outputs related to portfolio recommendations, financial planning scenarios, and investment research. The ideal candidate has 3+ years of experience in financial planning, client advisory, portfolio management, or asset allocation, and strong analytical thinking and communication skills.

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

Originally posted on Himalayas

To apply for this job please visit himalayas.app.

Working in Australia

Australia, officially the Commonwealth of Australia, is a country comprising the mainland of the Australian continent, the island of Tasmania and numerous smaller islands. It has a land area of 7,688,287 km2 (2,968,464 sq mi), making it the sixth-largest country in the world. Australia is the world's flattest and driest inhabited continent. It is a megadiverse country, and its size gives it a wide variety of landscapes and climates including deserts in the interior and tropical rainforests along the coast.

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