Wealth Manager | $200/hr Remote | Mercor
Join to apply for the Wealth Manager | $200/hr Remote | Mercor role at Crossing Hurdles This range is provided by Crossing Hurdles. 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 At Crossing Hurdles, we work as a referral partner. We refer candidates to Mercor that collaborates with the world’s leading AI research labs to build and train cutting‑edge AI models. Organization: Mercor Referral Partner: Crossing Hurdles Type: Hourly contract Compensation: $200 per hour Location: United States Duration: Flexible, 10-40 hours/week Role Responsibilities • Manage and deepen relationships with HNW and UHNW clients. • Develop and implement comprehensive financial and investment plans tailored to client goals. • Conduct asset allocation, portfolio reviews, and performance evaluations. • Identify growth opportunities through strategic referrals and value‑driven engagement. • Collaborate with investment and planning teams to integrate AI insights and digital portfolio tools. • Maintain a strong understanding of tax, estate, and retirement planning strategies. Ideal Qualifications • Strong 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. • CFP, CFA, CPA, or MBA preferred. Application process • Upload resume • AI interview based on your resume (15 min) Seniority level Associate Employment type Contract Job function Finance Referrals increase your chances of interviewing at Crossing Hurdles by 2x Apply tot his job