About the role
Mercor is hiring experienced Financial Advisors to collaborate with a top AI research lab. In this role, you’ll apply your expertise in financial advising to help design, test, and refine advanced AI systems that replicate real-world wealth management, retirement planning, and investment advisory workflows. You’ll play a central role in ensuring that AI-powered solutions are client-ready, compliant, and effective in delivering high-quality financial advice.
You’ll directly shape how AI handles tasks such as retirement planning, investment portfolio construction, cash flow planning, and personalized financial strategies.
Key Responsibilities
- Evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and client relevance
- Calibrate investment and retirement planning models to ensure financial soundness and client suitability
- Simulate and audit workflows such as asset allocation, risk profiling, and retirement income planning
- Review and refine AI-produced reports, recommendations, and strategic financial documents with a focus on real-world client needs
- Collaborate asynchronously with AI and product teams to improve the reliability and trustworthiness of AI-driven advisory systems
Ideal Qualifications
- 2+ years of experience as a Financial Advisor, Wealth Manager, or in related advisory roles
- Bachelor’s degree in Finance, Business, Economics, or a related field; advanced certifications (CFP, CFA, CPA, ChFC) are a strong plus
- Deep understanding of financial planning principles , including retirement, estate, and investment planning
- Strong client-facing communication skills with the ability to interpret and explain complex financial strategies
- Familiarity with compliance, regulatory standards, and fiduciary responsibilities in financial advising
Project Timeline
- Start Date: Immediate
- Duration: 1–2 months
- Commitment: ~20 hours/week, part-time
- Schedule: Fully remote, asynchronous, flexible hours
Compensation & Contract
- $70–$85 USD/hour , based on experience
- Performance bonuses , at the project’s discretion.
- Independent contractor role
Application Process
- Submit your resume and application form
- Complete a short AI interview (15 minutes) to discuss your advisory expertise
- Participate in a paid work trial (3 hours) where you’ll complete domain-specific tasks
We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request.
Earn $750 by referring
Share the referral link below, and earn $750 for each successful referral through this unique link. There's no limit on how many people you can refer. Restrictions may apply. Learn more
About the role
Mercor is hiring experienced Financial Advisors to collaborate with a top AI research lab. In this role, you’ll apply your expertise in financial advising to help design, test, and refine advanced AI systems that replicate real-world wealth management, retirement planning, and investment advisory workflows. You’ll play a central role in ensuring that AI-powered solutions are client-ready, compliant, and effective in delivering high-quality financial advice.
You’ll directly shape how AI handles tasks such as retirement planning, investment portfolio construction, cash flow planning, and personalized financial strategies.
Key Responsibilities
- Evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and client relevance
- Calibrate investment and retirement planning models to ensure financial soundness and client suitability
- Simulate and audit workflows such as asset allocation, risk profiling, and retirement income planning
- Review and refine AI-produced reports, recommendations, and strategic financial documents with a focus on real-world client needs
- Collaborate asynchronously with AI and product teams to improve the reliability and trustworthiness of AI-driven advisory systems
Ideal Qualifications
- 2+ years of experience as a Financial Advisor, Wealth Manager, or in related advisory roles
- Bachelor’s degree in Finance, Business, Economics, or a related field; advanced certifications (CFP, CFA, CPA, ChFC) are a strong plus
- Deep understanding of financial planning principles , including retirement, estate, and investment planning
- Strong client-facing communication skills with the ability to interpret and explain complex financial strategies
- Familiarity with compliance, regulatory standards, and fiduciary responsibilities in financial advising
Project Timeline
- Start Date: Immediate
- Duration: 1–2 months
- Commitment: ~20 hours/week, part-time
- Schedule: Fully remote, asynchronous, flexible hours
Compensation & Contract
- $70–$85 USD/hour , based on experience
- Performance bonuses , at the project’s discretion.
- Independent contractor role
Application Process
- Submit your resume and application form
- Complete a short AI interview (15 minutes) to discuss your advisory expertise
- Participate in a paid work trial (3 hours) where you’ll complete domain-specific tasks
We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request.
Earn $750 by referring
Share the referral link below, and earn $750 for each successful referral through this unique link. There's no limit on how many people you can refer. Restrictions may apply. Learn more