Wealth Management Expert - Portfolio Advisor

Mercor
San Francisco, CA
Remote
Job Description
Wealth Management Expert - Portfolio Advisor needed to review AI-generated outputs, create scenarios, annotate data, and provide feedback on AI accuracy in fiduciary standards. 3+ years of experience at an RIA, wirehouses, private bank, asset manager, or family office required.

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
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