Personal Financial Advisor at Mercor

Personal Financial Advisor | $130–145/hr | Remote Worldwide

Mercor is seeking experienced personal financial advisors to support a leading AI lab in advancing research and infrastructure for next-generation machine learning systems. This unique engagement focuses on diagnosing and solving real issues in personal financial planning through hands-on scenario creation and validation. Contribute your expertise to cutting-edge AI research while working independently and remotely on your own schedule.

Key Responsibilities

• Write tasks and scenarios that reflect real-world personal financial advising work based on your professional experience
• Create realistic situations involving investment planning, retirement strategies, tax planning, and wealth management
• Develop scenarios for client consultations, portfolio recommendations, risk assessment, and financial goal setting
• Review and evaluate AI responses to financial advisory queries for accuracy and professional standards
• Provide detailed feedback on financial planning scenarios to improve AI training

Ideal Qualifications

• 4+ years professional experience as a personal financial advisor in finance and insurance (14 years preferred)
• Demonstrated professional recognition and management responsibilities
• Proficient with using computers and navigating various software systems
• Excellent written communication with strong grammar and spelling skills
• Pass video interview, background check, training, and qualification quiz

Opportunity Details

• Fully remote and asynchronous — complete work on your own schedule
• Expected workload: 20+ hours per week, with flexibility to scale up to 40 hours
• Project start date: immediately, lasting approximately 6 weeks
• Independent contractor engagement through Mercor
• Hourly compensation, paid weekly via Stripe Connect

About Mercor

Mercor is a talent marketplace connecting top experts with leading AI labs and research organizations. Our investors include Benchmark, General Catalyst, Adam D'Angelo, Larry Summers, and Jack Dorsey. Thousands of professionals across domains like engineering, research, law, and creative services have partnered with Mercor on frontier AI projects.