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/hrMercor 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.ResponsibilitiesEvaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and client relevanceCalibrate investment and retirement planning models to ensure financial soundness and client suitabilitySimulate and audit workflows such as asset allocation, risk profiling, and retirement income planningReview and refine AI-produced reports, recommendations,



and strategic financial documents with a focus on real-world client needsCollaborate asynchronously with AI and product teams to improve the reliability and trustworthiness of AI-driven advisory systemsQualifications2+ years of experience as a Financial Advisor, Wealth Manager, or in related advisory rolesBachelor's degree in Finance, Business, Economics, or a related field; advanced certifications(CFP, CFA, CPA, ChFC) are a strong plusDeep understanding of financial planning principles, including retirement, estate, and investment planningStrong client-facing communication skills with the ability to interpret and explain complex financial strategiesFamiliarity with compliance, regulatory standards, and fiduciary responsibilities in financial advisingLocation: US, UK, Canada, Australia or Europe preferredProject TimelineStart Date: ImmediateDuration: 1–2 monthsCommitment: ~20 hours/week, part-timeSchedule: Fully remote, asynchronous, adaptable hoursCompensation & Contract$70–$95 USD/hour, based on experiencePerformance bonuses, at the project's discretionApplication ProcessSubmit your resume and application formComplete a short AI interview (15 minutes) to discuss your advisory expertiseParticipate in a paid work trial (3 hours) where you'll complete domain-specific tasksWe consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request. #J-18808-Ljbffr

📌 Investment Advisor (Mississauga)
🏢 Mercor
📍 Mississauga