Portfolio Manager

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

Ideal 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.

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