Certified Financial Planner; CFP​/CFA)

Pay: $130 – $140/hour
Commitment: Hourly, ~20 h/week
Open to: USA
Field: Finance

Mercor is seeking experienced financial planners and wealth advisors (CFP® and/or CFA charter holders) 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.

• 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.

• 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

• 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.

• 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.

• 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.