This job post has expired on September 23, 2025. It is likely that the position has already been filled.
Financial Advising Expert at Mercor
posted 1 year agoFinancial Advising Expert | $70–85/hr | Remote
Join Mercor as a Financial Advising Expert and collaborate with a leading AI research lab to shape the future of AI-driven wealth management solutions. This contract role offers flexible, remote work and the opportunity to directly influence how advanced AI systems deliver real-world financial advice.
- 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 suitability.
- Simulate and audit workflows such as asset allocation, risk profiling, and retirement income planning.
- Review and refine AI-produced reports and recommendations with a focus on real-world client needs.
- Collaborate asynchronously with AI and product teams to enhance the reliability and trustworthiness of advisory systems.
Qualifications:
- 2+ years of experience as a Financial Advisor, Wealth Manager, or similar role.
- Bachelor’s degree in Finance, Business, Economics, or related field; advanced certifications (CFP, CFA, CPA, ChFC) are a strong plus.
- Deep understanding of financial planning, retirement, estate, and investment strategies.
- Excellent client communication skills and knowledge of compliance standards.
Details: Immediate start, 1–2 month duration, ~20 hours/week, fully remote and flexible schedule. Compensation is $70–85/hr with potential performance bonuses. Independent contractor role.
How to apply for this role
- Upload your resume — keep it up-to-date and in English. Mercor will auto-fill your profile from it.
- Complete the AI interview — a 15-minute conversation about your experience. Be ready to discuss specific projects and challenges you've solved.
- Submit your application — only about 20% of applicants finish all the steps, so completing yours puts you well ahead.