At a Glance
- Tasks: Shape the future of AI in wealth management and investment strategies.
- Company: Join a leading firm collaborating with top AI research labs.
- Benefits: Earn $70-$95/hr, enjoy flexible remote work, and performance bonuses.
- Other info: Fully remote, part-time role with excellent growth potential.
- Why this job: Make a real impact by refining AI-driven financial solutions for clients.
- Qualifications: 2+ years as a Financial Advisor; strong communication and financial planning skills.
The predicted salary is between 70 - 70 $ per hour.
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 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.
Investment Advisor in Winnipeg employer: Mercor
Mercor is an exceptional employer that fosters a dynamic and innovative work culture, connecting top-tier talent with leading AI research labs. With the flexibility of remote work, employees enjoy a supportive environment that encourages professional growth and collaboration across diverse teams. The competitive compensation and the opportunity to engage in high-impact projects make Mercor a rewarding place for legal experts looking to make a meaningful contribution.
