Investment Advisory Expert | $95/hr Remote | Mercor

Investment Advisory Expert | $95/hr Remote | Mercor 4 days ago – Be among the first 25 applicants. This role is provided through Crossing Hurdles. Pay range: 70–95 USD/hr. Your final pay will be based on experience and skills. Organization: Mercor Referral Partner: Crossing Hurdles Type: Hourly Contract Location: Remote Duration: 1–2 months Commitment: 10–40 hrs/week, flexible & asynchronous. Role Responsibilities (Training support will be provided): • 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 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 (15 min): • Upload resume. • Participate in AI interview (10 min). Seniority level: Mid-Senior level Employment type: Contract Job function: Finance and Consulting Apply tot his job