AI Financial Advisor Consultant

New

Skills

Ai Client Communication Finance Financial Planning

Mercor is seeking experienced Financial Advisors to collaborate with a leading AI research lab in shaping advanced AI systems for real-world wealth management, retirement planning, and investment advisory services. This fully remote, part-time opportunity offers a unique chance to directly influence how AI delivers compliant, client-ready financial advice and solutions.

Job Overview

Work closely with AI and product teams to evaluate, test, and refine AI-driven financial planning tools and workflows. Your expertise will ensure that AI-generated outputs meet the highest standards for accuracy, compliance, and client relevance, helping to design next-generation digital advisory experiences.

Key Responsibilities
  • Evaluate and audit AI-generated financial plans for accuracy, compliance, and suitability.
  • Calibrate investment and retirement planning models to ensure financial soundness.
  • Simulate and review workflows such as asset allocation, risk profiling, and retirement income planning.
  • Refine AI-produced reports and recommendations to align with real-world client needs.
  • Collaborate asynchronously with AI and product teams to improve reliability and trustworthiness of advisory systems.
Required Skills & Qualifications
  • 2+ years of experience in financial advising, wealth management, or related roles.
  • Bachelor’s degree in Finance, Business, Economics, or a related field; advanced certifications (CFP, CFA, CPA, ChFC) are highly valued.
  • In-depth knowledge of financial planning, retirement, estate, and investment strategies.
  • Strong communication skills with the ability to explain complex financial concepts clearly.
  • Familiarity with compliance, regulatory standards, and fiduciary responsibilities in financial advising.

No forms. Your profile is generated instantly.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: 12.0 Months

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