Wealth Advisor - AI Trainer
$130 - $140 per hourMercor
Job Description
Job Description
About the job
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 .
Position: Certified Financial Planner (CFP / CFA)
Type: Contract
Compensation: $130–$140/hour
Location: Remote
Role Responsibilities
- Build, review, and critique comprehensive financial plans for realistic client households.
- Evaluate AI-generated recommendations on retirement, tax, investment, insurance, and estate planning for accuracy, suitability, and completeness.
- Provide clear, structured written explanations of your reasoning and the advice you would give a real client.
- Collaborate with a leading fintech and AI team to shape how AI systems give real-world financial advice.
- Work independently and asynchronously with flexible hours to meet deadlines.
Qualifications
Must-Have
- Active CFP certification and/or CFA charter .
- 5+ years of hands-on, client-facing financial planning or wealth management experience (currently or recently).
- Based in the United States, with strong knowledge of US tax, retirement, and investment rules.
- Excellent attention to detail and clear written communication.
Preferred
- Both CFP and CFA , or additional credentials ( CPA , EA , CPWA , ChFC , CAIA ).
- Experience at a fee-only RIA, advice-only practice, or established wealth management firm.
- Experience with equity compensation, retirement income planning, and portfolio construction.
Application Process (Takes 20–30 mins to complete)
- Upload resume
- AI interview based on your resume
- Submit form
Resources & Support
- For details about the interview process and platform information, please check:
- For any help or support, reach out to: View email address on ziprecruiter.com
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.
#hiringmercorVacancy posted 1 day ago
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