Mercor
We are seeking a Private Wealth Management Specialist to join our team. The ideal candidate will have 3+ years of professional experience in financial planning, client advisory, portfolio management, or asset allocation, and strong analytical thinking 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.
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