Financial Planner | $95/hr Remote | Mercor
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Get AI-powered advice on this job and more exclusive features. This range is provided by Crossing Hurdles. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$70.00/hr - $95.00/hr
Organization: Mercor
Referral Partner: Crossing Hurdles
Type: Hourly Contract
Compensation: $70–$95/hour
Location: Remote
Duration: 1–2 months
Commitment: 10-40 hours/week, part-time, flexible, and asynchronous
Role Responsibilities
• Evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and relevance to client needs.
• Calibrate investment and retirement planning models for financial soundness and suitability. • Simulate, audit, and refine workflows including asset allocation, risk profiling, and retirement income planning. • Review and improve AI-produced financial reports, recommendations, and strategic documents with a focus on real-world client needs. • Collaborate asynchronously with AI and product teams to improve reliability and trustworthiness of AI-driven advisory solutions. Ideal Qualifications
• Strong professional experience as a Financial Advisor, Wealth Manager, or in related advisory roles.
• Bachelor’s degree in Finance, Business, Economics, or related field; advanced certifications (CFP, CFA, CPA, ChFC) are a strong advantage. • Deep understanding of financial planning principles including retirement, estate, and investment strategies. • Excellent client-facing communication skills, with ability to interpret and explain complex financial strategies. • Familiarity with compliance, regulatory requirements, and fiduciary responsibilities. Application process (Takes 20 min)
• Upload resume
• AI interview based on your resume (15 min)
Seniority level
Mid-
Senior level
Employment type
Contract
Job function
Finance and Consulting
Referrals increase your chances of interviewing at Crossing Hurdles by 2xApply Now
Apply Now
Get AI-powered advice on this job and more exclusive features. This range is provided by Crossing Hurdles. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$70.00/hr - $95.00/hr
Organization: Mercor
Referral Partner: Crossing Hurdles
Type: Hourly Contract
Compensation: $70–$95/hour
Location: Remote
Duration: 1–2 months
Commitment: 10-40 hours/week, part-time, flexible, and asynchronous
Role Responsibilities
• Evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and relevance to client needs.
• Calibrate investment and retirement planning models for financial soundness and suitability. • Simulate, audit, and refine workflows including asset allocation, risk profiling, and retirement income planning. • Review and improve AI-produced financial reports, recommendations, and strategic documents with a focus on real-world client needs. • Collaborate asynchronously with AI and product teams to improve reliability and trustworthiness of AI-driven advisory solutions. Ideal Qualifications
• Strong professional experience as a Financial Advisor, Wealth Manager, or in related advisory roles.
• Bachelor’s degree in Finance, Business, Economics, or related field; advanced certifications (CFP, CFA, CPA, ChFC) are a strong advantage. • Deep understanding of financial planning principles including retirement, estate, and investment strategies. • Excellent client-facing communication skills, with ability to interpret and explain complex financial strategies. • Familiarity with compliance, regulatory requirements, and fiduciary responsibilities. Application process (Takes 20 min)
• Upload resume
• AI interview based on your resume (15 min)
Seniority level
Mid-
Senior level
Employment type
Contract
Job function
Finance and Consulting
Referrals increase your chances of interviewing at Crossing Hurdles by 2xApply Now
Apply Now