Join to apply for the [Mercor] Financial Planner | $95/hr Remote role at Crossing Hurdles
The Mercor is a leading AI research lab. Your compensation will be based on your skills and experience. Talk to your recruiter to learn more.
Base pay range
$70.00/hr - $95.00/hr
Organization: Mercor
Referral Partner: Crossing Hurdles
Type: Hourly Contract
Compensation: $70–$95/hour
Location: Remote
Duration: 1–2 months
Commitment: 10-40 hours/week, part-time, flexible, and asynchronous
Role Responsibilities (Training support will be provided)
• Evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and relevance to client needs.
• Calibrate investment and retirement planning models for financial soundness and suitability.
• Simulate, audit, and refine workflows including asset allocation, risk profiling, and retirement income planning.
• Review and improve AI-produced financial reports, recommendations, and strategic documents with a focus on real-world client needs.
• Collaborate asynchronously with AI and product teams to improve reliability and trustworthiness of AI-driven advisory solutions.
Ideal Qualifications
• Strong professional experience as a Financial Advisor, Wealth Manager, or related advisory roles.
• Bachelor’s degree in Finance, Business, Economics, or related field; advanced certifications (CFP, CFA, CPA, ChFC) are a strong advantage.
• Deep understanding of financial planning principles including retirement, estate, and investment strategies.
• Excellent client-facing communication skills, with ability to interpret and explain complex financial strategies.
• Familiarity with compliance, regulatory requirements, and fiduciary responsibilities.
Application Process (15 min)
• Upload resume
• Participate in AI interview (10 min)
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