Financial Advisor - Wealth Management

Company Introduction

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.

Role Overview

Position: Financial Advisor – Independent Contractor, Remote
Commitment: ~20 hours/week, Duration: 1–2 months
Collaborate with a top AI research lab to design, test, and refine AI systems for wealth management and investment advisory.

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 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.

Requirements / Qualifications

Must-Have 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
• 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

Preferred Qualifications

• Advanced certifications (CFP, CFA, CPA, ChFC) are a strong plus
• Location: US, UK, Canada, Australia, or Europe preferred

Engagement Details

Start Date: Immediate
Duration: 1–2 months
Commitment: ~20 hours/week, part-time
Schedule: Fully remote, asynchronous, flexible hours
Compensation: $70–$95 USD/hour, based on experience
Performance bonuses, at the project’s discretion
Independent contractor role

Application Process (Takes 20-30 mins to complete)

• 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

Resources & Support

For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome/welcome
For any help or support, reach out to: [email protected]

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.