Wealth Management Advisor – Personal Financial Advisor
Mercor is seeking an experienced wealth management professional to develop realistic financial advising scenarios for AI training.
This independent contractor role is remote, short‐term, and requires strong subject matter expertise and independent work ethics.
Base Pay Range
$130.00/hr – $145.00/hr
Location
Remote
Duration
6 weeks
Commitment
20–40 hours/week
Type
Independent Contractor
Responsibilities
Create tasks and scenarios reflecting real‐world personal financial advising based on professional experience.
Develop realistic situations involving investment planning, retirement strategies, tax planning, and wealth management.
Generate scenarios for client consultations, portfolio recommendations, risk assessment, and financial goal setting.
Review and evaluate AI responses to financial advisory queries for accuracy and professional standards.
Provide detailed feedback on financial planning scenarios to improve AI training.
Work independently and asynchronously to meet deadlines while advancing AI model performance.
Qualifications
Must‐Hold
4+ years professional experience as a personal financial advisor in finance and insurance.
Demonstrated professional recognition and management responsibilities.
Proficient with using computers and navigating various software systems.
Excellent written communication with strong grammar and spelling skills.
Pass video interview, background check, training, and qualification quiz.
Preferred
14 years experience preferred.
Start Date
Immediately; applications reviewed on a rolling basis.
Compensation & Legal
Hourly contractor, paid weekly via Stripe Connect.
Application Process
Upload resume.
AI interview based on your resume.
Submit form.
Resources & Support
For details about the interview process and platform information, please check:
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