Job Description
Join to apply for the [Mercor] Financial Planner | $95/hr Remote role at Crossing Hurdles The Mercor is a leading AI research lab. Your compensation will be based on your skills and experience. Talk to your recruiter to learn more. Base pay range $70.00/hr - $95.00/hr Organization: Mercor Referral Partner: Crossing Hurdles Type: Hourly Contract Compensation: $70–$95/hour Location: Remote Duration: 1–2 months Commitment: 10-40 hours/week, part-time, flexible, and asynchronous Role Responsibilities (Training support will be provided) • Evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and relevance to client needs. • Calibrate investment and retirement planning models for financial soundness and suitability. • Simulate, audit, and refine workflows including asset allocation, risk profiling, and retirement income planning. • Review and improve AI-produced financial reports, recommendations, and strategic documents with a focus on real-world client needs. • Collaborate asynchronously with AI and product teams to improve reliability and trustworthiness of AI-driven advisory solutions. Ideal Qualifications • Strong professional experience as a Financial Advisor, Wealth Manager, or related advisory roles. • Bachelor’s degree in Finance, Business, Economics, or related field; advanced certifications (CFP, CFA, CPA, ChFC) are a strong advantage. • Deep understanding of financial planning principles including retirement, estate, and investment strategies. • Excellent client-facing communication skills, with ability to interpret and explain complex financial strategies. • Familiarity with compliance, regulatory requirements, and fiduciary responsibilities. Application Process (15 min) • Upload resume • Participate in AI interview (10 min) Apply tot his job