[Hiring] Certified Financial Planner @Mercor

Role Description

• 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.
• Collaborate with a leading fintech and AI team to shape how AI systems give real-world financial advice.
• Work independently and asynchronously with flexible hours to meet deadlines.

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.

Requirements

• 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.

Benefits

• Compensation: $130–$140/hour
• Location: Remote

Application Process

• Upload resume
• AI interview based on your resume
• Submit form

Resources & Support

• For details about the interview process and platform information, please check: Interview Process
• For any help or support, reach out to: [email protected]