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Mercor 
AfterQuery
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micro1
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REX / RemoExperts
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AI Training · hourly
Certified Financial Planner (CFP® / CFA)
Mercor is seeking experienced financial planners and wealth advisors (CFP® and/or CFA charterholders) to help evaluate and improve advanced AI systems on realistic personal financial planning scenarios.…
PLATFORMMercor
LOCATIONRemote (United States)
PAY$130–$140/hr
SCHEDULE20 hrs/week
LAST CHECKED11 Nov 2026
THE OPPORTUNITY
Put your skills to work.
Mercor is seeking experienced financial planners and wealth advisors (CFP® and/or CFA charterholders) to help evaluate and improve advanced AI systems on realistic personal financial planning scenarios.…
- Commitment
- hourly
- Hours per week
- 20
- Field
- Finance
- Open slots
- 10
- Eligible countries
- USA
Mercor is seeking experienced financial planners and wealth advisors (CFP® and/or CFA charterholders) to help evaluate and improve advanced AI systems on realistic personal financial planning scenarios. You will work through complex household cases, completing well-scoped tasks that mirror real comprehensive planning and advice work.
- * *
What You'll Do
- Build, review, and critique comprehensive financial plans for realistic client households.
- Evaluate AI-generated recommendations on retirement, tax, investment, insurance, and estate planning for accuracy, suitability, and completeness.
- Provide clear, structured written explanations of your reasoning and the advice you would give a real client.
- * *
Scenarios You'll Work With
- Technology professionals with RSUs, ISOs, and concentrated stock positions
- Pre-retirees and retirees: Social Security timing, withdrawal sequencing, Roth conversions, and RMDs
- High-net-worth households: asset allocation, tax-aware rebalancing, and tax-loss harvesting
- Families with education funding, insurance needs, and estate-planning coordination
- Business owners: retirement plan design, succession, and cash-flow planning
- Life transitions: divorce, widowhood, inheritance, and career changes
- * *
Required Qualifications
- Active CFP® certification and/or CFA charter.
- 5+ years of hands-on, client-facing financial planning or wealth management experience (currently or recently).
- Based in the United States, with strong knowledge of US tax, retirement, and investment rules.
- Excellent attention to detail and clear written communication.
- * *
Preferred Qualifications
- Both CFP® and CFA, or additional credentials (CPA, EA, CPWA®, ChFC®, CAIA).
- Experience at a fee-only RIA, advice-only practice, or established wealth management firm.
- Experience with equity compensation, retirement income planning, and portfolio construction.
- * *
Why Join?
- Apply your planning expertise to shape how AI systems give real-world financial advice.
- Fully remote and flexible, at a highly competitive hourly rate.
- Collaborate with a leading fintech and AI team.
Role details are copied from the Mercor listing and can change. Check the platform before you apply.
Relevant skills
FinanceCertified Financial PlannerRemote collaboration
A few things to check
- Location and experience requirements.
- Schedule, compensation, and assessment process.
- Current availability on Mercor.
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