Certified Financial Planner (CFP® / CFA)
Mercor • Remote, United States
Education
Not stated
Type
Hourly
Pay
$130-140/hr
Your rate depends on your experience and the task.
Listed
Today
Checked
Only apply if this role fits your skills and interests.
About this role
From the Mercor listing
Mercor is seeking experienced financial planners and wealth advisors (CFP® and/or CFA charterholders) to help evaluate and improve advanced AI systems on realistic personal financial planning scenarios. You will work through complex household cases, completing well-scoped tasks that mirror real comprehensive planning and advice work.
What You'll Do
Build, review, and critique comprehensive financial plans for realistic client households.
Evaluate AI-generated recommendations on retirement, tax, investment, insurance, and estate planning for accuracy, suitability, and completeness.
Provide clear, structured written explanations of your reasoning and the advice you would give a real client.
Scenarios You'll Work With
Technology professionals with RSUs, ISOs, and concentrated stock positions
Pre-retirees and retirees: Social Security timing, withdrawal sequencing, Roth conversions, and RMDs
High-net-worth households: asset allocation, tax-aware rebalancing, and tax-loss harvesting
Families with education funding, insurance needs, and estate-planning coordination
Business owners: retirement plan design, succession, and cash-flow planning
Life transitions: divorce, widowhood, inheritance, and career changes
Required Qualifications
Active CFP® certification and/or CFA charter.
5+ years of hands-on, client-facing financial planning or wealth management experience (currently or recently).
Based in the United States, with strong knowledge of US tax, retirement, and investment rules.
Excellent attention to detail and clear written communication.
Preferred Qualifications
Both CFP® and CFA, or additional credentials (CPA, EA, CPWA®, ChFC®, CAIA).
Experience at a fee-only RIA, advice-only practice, or established wealth management firm.
Experience with equity compensation, retirement income planning, and portfolio construction.
Why Join?
Apply your planning expertise to shape how AI systems give real-world financial advice.
Fully remote and flexible, at a highly competitive hourly rate.
Collaborate with a leading fintech and AI team.
Requirements
- Must be eligible to work in United States
- Fluent proficiency in English (Written & Verbal)
- Reliable high-speed internet connection
- Bachelor's degree or equivalent professional experience
- Demonstrated expertise in Finance
How long hiring takes
On the platforms we refer people to, half of hires came within about 25 days of applying. Time from applying to hire:
Talent pool members
When your profile is a strong match, we can put you forward to Mercor. Set up your profile first if you haven't.
Set up your profile →Why this role
This Certified Financial Planner (CFP® / CFA) position pays $130-140/hr for Finance expertise, with no clients to find or invoices to send.
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Common questions
Is Mercor for freelancers or full-time contractors?
Mercor places you with one client for a set contract, such as 'Python Tutor for 3 months'. Most roles are steady contract work rather than one-off tasks.
Does Mercor's application require an on-camera interview?
Yes. You record a video interview with an AI interviewer that asks about your resume, and clients watch it before they hire, so plan to be on camera.
Why do expert AI training roles pay well?
The model already knows the basics. It needs help with hard edge cases, the judgment calls a senior professional in the field gets right.
What does a typical day look like in expert AI training work?
Tasks are slow and careful. One task can take 45 to 60 minutes of checking citations or calculations, and you're judged on quality more than speed.
What does Finance work look like for a Certified Financial Planner (CFP® / CFA)?
You check AI answers to Finance questions, correct their errors and write expert reasoning. As a Certified Financial Planner (CFP® / CFA), you're hired for that judgment, so hands-on Finance experience matters.
How much does this specific role pay?
This listing is posted at $130-140/hr, an hourly rate. Where you land in the range depends on your background and the assessment. Pay can change after we check the listing, so confirm the rate on the platform's application page.
What happens when I click Apply on this listing?
Apply opens Mercor's site, where you create an account and follow its sign-up steps.
Can I apply from outside the United States?
This role is open only to people based in the United States. The limit is usually about where the platform can legally hire, so applying from elsewhere rarely leads to an offer. Check the description for tax or right-to-work rules before you apply.
How soon will I start working after applying to Mercor?
Usually after a few weeks. Applying puts you in Mercor's pool of candidates, and you start once a client, such as an AI lab, picks your profile.