Financial Planning Consultant
7 days ago
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 investors include Benchmark , General Catalyst , Peter Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey . Position: Wealth Advisor / Private Client Advisor Type: Contract Compensation: $200/hour Location: Remote Commitment: 20–30 hours/week Direct Message the job poster from Mercor. 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 plans aligned with client goals, liquidity needs, and risk tolerance. Conduct asset allocation, portfolio reviews, and performance evaluations. Identify opportunities to grow client AUM through strategic referrals and value-driven engagement. Collaborate with investment and planning teams to integrate AI insights, risk analytics, and digital portfolio tools. Maintain a deep understanding of tax, estate, and retirement planning strategies. Qualifications Must-Have 5+ years of 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. Preferred CFP, CFA, CPA, or MBA preferred. Application Process (Takes 20–30 mins to complete)Upload resume AI interview based on your resume Submit form Resources & Support For details about the interview process and platform information, please check: For any help or support, reach out to: Seniority Level Not Applicable Employment Type Part-time Job Function Finance Industries Software Development #J-18808-Ljbffr
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Will Planning
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Singapore Council of Estate Planning Full timeJob Description: 85% of Singaporean have not written their Will yet! If you are passionate about helping people, this may be the career you are looking for As a Will Planning Associate, your role is to approach customers and introduce them to Council of Estate Planning (CEP) lawyers & Estate Planning Specialists. You will be a one point contact to your...
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Financial Consultant
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Singapore Global Financial Consultants Full time $80,000 - $120,000 per yearFinanceDue to the phenomenal growth of our business and the huge potential in the Singapore market we are offering an incredible opportunity for experienced Financial Advisors, IFA's, Certified Financial Planners or Financial Consultants to relocate and join our team. We are also open to discussions with proven business writers from within Singapore. We...
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Financial Services Consultant
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Singapore Income Advisory Financial Advisers Full timeBreak Free from the 9–5 Rat Race – Become a Financial Consultant Singapore | Full-Time Are you working hard in a corporate role but feel stuck in the rat race?Do you dream of building financial freedom for yourself while helping others do the same?We're looking for ambitious individuals ready to take control of their career, income, and future. At Income...
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Financial Consultant
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Singapore Pinnacle Financial Group Full time**Key Roles** - Provide Financial Planning Services. - Distribute wide range of Financial Products for Investment and Insurance. - Acquire, Advise and Accompany Clients in their Life’s Financial Journey. - Provide the best accountability, experience, service and follow up **Career Requirements** - Excellent communication and interpersonal skills -...
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Financial Consultant
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Singapore SYNERGY FINANCIAL ADVISERS LTD. Full timeTo service clients who are - requesting financial planning services, - providing wholesome advice including: - Personal Financial Planning, - Personal Will and Estate Planning, - HNWI Planning - GI Insurance - A Degree or A Diploma - Mature and Outgoing - Excellent communication and sales skills.
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Financial Advisers
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Singapore Life Planning Associates Full time**Two are better than one because they have good return for their labour** **A cord of three strands is not quickly broken.**: **Advisers**: **The Improbable Essential**: As you may have gathered, at LPA we do more than financial planning. Our name reveals that we recognise that financial planning fits into the larger agenda of life planning. Not everyone...
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Financial Consultant
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