This is a Financial Advisor role with Mercor based in Sydney, NSW, Australia
== Mercor ==
Role Seniority - mid level, junior
More about the Financial Advisor role at Mercor
NOTE: Hatch is supporting Mercor in hiring for this position, but Mercor remains the owner of the role and hiring process
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
- Schedule: Fully remote, asynchronous, flexible schedule
Compensation & Contract
- $70–$95 USD/hour, based on experience
- Performance bonuses, at the project’s discretion.
- Independent contractor role
- Payments are in USD and subject to conversion rates
Before we jump into the responsibilities of the role. No matter what you come in knowing, you’ll be learning new things all the time and the Mercor team will be there to support your growth.
Please consider applying even if you don't meet 100% of what’s outlined
Key Responsibilities
- Evaluating AI-generated financial plans
- ⚖️ Calibrating investment models
- Simulating workflows
Key Strengths
- Financial planning principles
- ️ Client-facing communication skills
- Compliance knowledge
- Advanced certifications
- Asynchronous collaboration
- Financial advisory experience
Why Mercor is partnering with Hatch on this role. Hatch exists to level the playing field for people as they discover a career that’s right for them. So when you apply you have the chance to show more than just your resume.
A Final Note: This is a role with Mercor not with Hatch.