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Financial Advisor
Mercor, , Spain, EspañaHace 1 día
Descripción del trabajo2+ 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 Start Date : Immediate Duration : 1–2 months Commitment : ~20 hours / week, part-time Schedule : Fully remote, asynchronous, flexible hours $70–$95 USD / hour , based on experience Performance bonuses , at the project’s discretion. 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
Join to apply for the Financial Advisor role at Mercor
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.
Key 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
Project Timeline
Compensation & Contract
Application Process
We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request.
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Financial Advisor • , , Spain, España
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