Certified Financial Planner (CFP® / CFA)

About this role

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.

Eligible applicant countries

This role accepts applicants from:

• USA

Skills & domains

• ai-training
• rlhf
• sme
• annotation
• Finance