Financial Planning Specialist

7 days ago


Singapore Mercor Full time

Join to apply for the Financial Planning Specialist - Remote role at Mercor. This role provides AI-powered advice and exclusive features. Base pay range $130.00/hr – $145.00/hr About The Job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Personal Financial Advisor Type: Independent Contractor Compensation: $130–$145/hour Location: Remote Duration: 6 weeks Commitment: 20–40 hours/week Role Responsibilities Write tasks and scenarios reflecting real-world personal financial advising based on professional experience. Create realistic situations involving investment planning, retirement strategies, tax planning, and wealth management. Develop 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-Have 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 (Takes 20–30 mins to complete)Upload resume AI interview based on your resume Submit form Resources & Support For details about the interview process and platform information, please check: For any help or support, reach out to: PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity. #J-18808-Ljbffr



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