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
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