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 solid 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 hours
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.

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📌 Investment Advisor (New Brunswick)
🏢 Mercor
📍 New Brunswick