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