CapitexAI · 2 weeks ago
Wealth & Asset Management Expert | Remote
United States
Contract
Remote
Senior Level
$70/hr - $90/hrCapitexAI is seeking a Wealth & Asset Management Expert to apply investment and advisory expertise in evaluating portfolio strategies and financial planning scenarios. The role involves reviewing portfolio recommendations, assessing workflows, and providing feedback to enhance investment judgment and analytical precision.
Staffing & Recruiting
Responsibilities
Review portfolio recommendations, asset allocation strategies, and investment analyses for accuracy
Evaluate financial planning scenarios including retirement, tax strategies, and estate considerations
Assess workflows such as rebalancing, risk profiling, and investment policy development
Validate client communication for clarity, suitability, and alignment with advisory standards
Provide structured feedback to improve consistency, reasoning, and practical relevance
Qualification
Required
Strong understanding of portfolio construction, asset allocation, and investment strategies
Familiarity with financial planning concepts including tax efficiency and long-term wealth goals
Ability to translate advisory workflows into structured evaluation scenarios
High attention to detail with consistent analytical judgment
Clear, concise written communication tailored to client and advisory contexts
Preferred
Professional certifications such as CFA, CFP, or equivalent credentials
Exposure to alternative investments or institutional asset management
Experience in client advisory or fiduciary-focused environments
Benefits
Flexible hours
Remote
Company
CapitexAI
CapitexAI is a talent network that connects professionals with remote opportunities across finance, quantitative research, and analytics.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase