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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 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 robust 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 opportunity.
Seniority level
Entry level
Employment type
Contract
Job function
Finance, Consulting, and Research
Industries
Software Development
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📌 Financial Advisor
🏢 Mercor
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