Personal Financial Advisors

Mercor is seeking experienced personal financial advisors to support a leading AI lab in advancing research and infrastructure for next-generation machine learning systems. This engagement focuses on diagnosing and solving real issues in personal financial planning through hands-on scenario creation and validation. It's an opportunity to contribute your expertise to cutting-edge AI research while working independently and remotely on your own schedule. ## Key Responsibilities - Write tasks and scenarios that reflect real-world personal financial advising work based on your 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 ## Ideal Qualifications - 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 - 14 years experience preferred ## **More About the Opportunity** - Expected workload: 20+ hours per week, with flexibility to scale up to 40 hours - Project start date: immediately, lasting for around 6 weeks ## **Application Process** - Applications reviewed continuously; shortlisted professionals will be contacted for next steps - Typical response time: within one week of submission Apply tot his job