Financial Advising Expert

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

• Location: US, UK, Canada, Australia or Europe preferred

Project Timeline

• Start Date: Immediate

• Duration: 1–2 months

• Commitment: ~20 hours/week, part-time

Compensation & Contract

• $70–$95 USD/hour, based on experience

• Performance bonuses, at the project’s discretion.

Application Process

1. Submit your resume and application form

2. Complete a short AI interview (15 minutes) to discuss your advisory expertise

3. 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.

Contract and Payment Terms

• You will be engaged as an independent contractor.
• This is a fully remote role that can be completed on your own schedule.
• Projects can be extended, shortened, or concluded early depending on needs and performance.
• Your work at Mercor will not involve access to confidential or proprietary information from any employer, client, or institution.
• Payments are weekly on Stripe or Wise based on services rendered.
• Please note: We are unable to support H1-B or STEM OPT candidates at this time.

About Mercor

Mercor partners with leading AI labs and enterprises to train frontier models using human expertise. You will work on projects that focus on training and enhancing AI systems. You will be paid competitively, collaborate with leading researchers, and help shape the next generation of AI systems in your area of expertise.