Overview
Join to apply for the Wealth Management Expert - Fully Remote role at Mercor.
This range is provided by Mercor. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$70.00/hr - $95.00/hr
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 financial advising.
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.
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
- 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:
- For any help or support, reach out to:
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this prospect.
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📌 Wealth Management Expert - Fully Remote
🏢 Mercor
📍 City of Wollongong