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

Mercor is hiring experienced Financial Advisors to collaborate with a top AI research lab. In this role, you’ll apply your expertise in financial advising to help design, test, and refine advanced AI systems that replicate real-world wealth management, retirement planning, and investment advisory workflows. You’ll play a central role in ensuring that AI-powered solutions are client-ready, compliant, and effective in delivering high-quality financial advice.

You’ll directly shape how AI handles tasks such as retirement planning, investment portfolio construction, cash flow planning, and personalized financial strategies.

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, recommendations, 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





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; advanced certifications (CFP, CFA, CPA, ChFC) are a strong plus
- 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
- Location: US, UK, Canada, Australia or Europe preferred

Project Timeline

- Start Date: Immediate
- Duration: 1–2 months
- Commitment: ~20 hours/week, part-time
- Schedule: Fully remote, asynchronous, flexible schedule

Compensation & Contract

- $70–$95 USD/hour , based on experience
- Performance bonuses , at the project’s discretion

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

We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request.

📌 Investment Advisor (Calgary)
🏢 Mercor
📍 Calgary