Financial Planning Specialist
4 weeks ago
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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Financial Planning Specialist
2 weeks ago
Singapur, Singapore Mercor Full timeJoin to apply for the Financial Planning Specialist role at Mercor . Base pay range $90,000.00/yr - $200,000.00/yr 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 ....
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Financial Planning and Analysis Specialist
1 week ago
Singapur, Singapore Orient Futures International (Singapore) Full timeRole Description This is a full-time, on-site role for a Financial Planning and Analysis Specialist (Senior Associate) located in Singapore. You will be responsible for preparing financial plans, analyzing business and market trends, and supporting decision-making through financial models and reports. Additional responsibilities include evaluating financial...
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Financial Planning
2 weeks ago
Singapur, Singapore Hyundai Motor Group Innovation Center Singapore (HMGICS) Full timeFinancial Planning & Analysis Specialist Join to apply for the Financial Planning & Analysis Specialist role at Hyundai Motor Group Innovation Center Singapore (HMGICS) This position is responsible for managing investments necessary for the operation of HMGICS’s R&D organization, R&D projects, and Customer Experience Space (CX) operations. Additionally, it...
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Financial Planning
4 weeks ago
Singapur, Singapore Monee Full timeFinancial Planning & Analysis Specialist - Insurance Work closely with local counterparts for insurance budget submission and consolidation Work with various stakeholders to align on metrics definitions, targets and business views Prepare budget reports and business performance updates to senior management team Run business scenario planning and forward...
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Financial Planning and Analysis Specialist
2 weeks ago
Singapur, Singapore InCorp Global Full timeFinancial Planning and Analysis Specialist Responsibilities Assist in budget preparation, forecasting, and variance analysis. Support the preparation of monthly management reports, including profit and loss statements, reporting deck to submit to group as well as presentation deck for respective service line in the firm. Conduct financial analysis to...
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Financial Consultant
2 weeks ago
Singapur, Singapore Great Eastern Financial Advisers Private Limited Full timeSenior Financial Service Manager at Great Eastern Financial Advisers Private Limited (Rep no CSW ) Financial Consultant (Mid-Career Switch Opportunity) A Career with Purpose and Growth At Great Eastern Financial Advisers, we believe that a fulfilling career is one that makes a difference. If you’re exploring a mid-career switch and want to build a future...
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Financial Advisor
4 weeks ago
Singapur, Singapore TRUENORTH FINANCIAL ORGANISATION Full timeCompany Description TrueNorth Financial Organisation represents AIA Singapore, providing financial advisory services for individuals and corporations. Established in 1996, TrueNorth has received numerous awards, showcasing our excellence in the industry. We value a collaborative culture and believe in supporting each other to achieve personal and...
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Financial Adviser
4 weeks ago
Singapur, Singapore IPP FINANCIAL ADVISERS PTE. LTD. Full timeIPP have been providing quality financial advice in Singapore since 1983. The Expat Advisory Group, a specialist division within the Company are seeking experienced financial advisers to join their expanding team. Only the most motivated, highly driven and successful need apply. Relevant tertiary educational qualifications (or equivalent to meet FAA Minimum...
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Financial Planning Advisor
2 weeks ago
Singapur, Singapore Mercor Full timeAI Personal Finance Data Specialist Location: Based in Palo Alto, CA (in-office, 5 days per week) or fully remote. Employment type: Full-time Commitment: 40 hours/week Compensation: $90,000–$200,000/year Role Responsibilities Use proprietary tools to label, annotate, and evaluate personal finance data. Provide expert input across scenarios involving...
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AML-KYC specialist
4 weeks ago
Singapur, Singapore Novel Financial Solutions. Full timeConduct KYC reviews (scheduled/unscheduled), ensuring documentation complies with internal policies and regulatory requirements. Perform credit screenings, financial analysis, and risk checks for commercial card and lending customers. Validate client information (e.g., address, employment, PEP status) through internal/approved sources. Liaise with...