Investment Advisor

Mercor; Canada; Remote; CAD 132,570 - 179,917; Part time

Benefits offered by this job

Performance bonuses

Flexible hours

Job summary

A leading financial services firm is seeking experienced Financial Advisors to join a project with a top AI research lab. This role involves applying financial expertise to enhance AI systems in wealth management and investment advisory workflows. Responsibilities include evaluating AI-generated plans and calibrating models for accuracy and compliance. Candidates should have over 2 years of experience and a relevant degree. The position offers a competitive hourly rate of $70–$95 and is fully remote, part-time.

Qualifications

• 2+ years of experience as a Financial Advisor, Wealth Manager, or related roles.
• Deep understanding of financial planning principles.
• Familiarity with compliance and regulatory standards.

Responsibilities

• Evaluate AI-generated financial plans for accuracy and relevance.
• Calibrate investment and retirement planning models.
• Review AI-produced reports focused on client needs.

Skills

Client-facing communication

Financial planning principles

Interpreting complex strategies

Education

Bachelor's degree in Finance, Business, or Economics

Advanced certifications (CFP, CFA, CPA, ChFC)

Job description

This range is provided by Mercor. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$70.00/hr - $95.00/hr

Mercor is hiring experienced Financial Advisors to collaborate with a top AI research lab. In this role, you’ll apply your expertise in financial advising to help design, test, and refine advanced AI systems that replicate real-world wealth management, retirement planning, and investment advisory workflows. You’ll play a central role in ensuring that AI-powered solutions are client-ready, compliant, and effective in delivering high-quality financial advice.

You’ll directly shape how AI handles tasks such as retirement planning, investment portfolio construction, cash flow planning, and personalized financial strategies.

Responsibilities

• Evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and client relevance
• Calibrate investment and retirement planning models to ensure financial soundness and client suitability
• Simulate and audit workflows such as asset allocation, risk profiling, and retirement income planning
• Review and refine AI-produced reports, recommendations, and strategic financial documents with a focus on real-world client needs
• Collaborate asynchronously with AI and product teams to improve the reliability and trustworthiness of AI-driven advisory systems

Qualifications

• 2+ years of experience as a Financial Advisor, Wealth Manager, or in related advisory roles
• Bachelor’s degree in Finance, Business, Economics, or a related field; advanced certifications (CFP, CFA, CPA, ChFC) are a strong plus
• Deep understanding of financial planning principles, including retirement, estate, and investment planning
• Strong client-facing communication skills with the ability to interpret and explain complex financial strategies
• Familiarity with compliance, regulatory standards, and fiduciary responsibilities in financial advising
• Location: US, UK, Canada, Australia or Europe preferred

Project Timeline

• Start Date: Immediate
• Duration: 1–2 months
• Commitment: ~20 hours/week, part-time
• Schedule: Fully remote, asynchronous, flexible hours

Compensation & Contract

• $70–$95 USD/hour, based on experience
• Performance bonuses, at the project’s discretion

Application Process

• Submit your resume and application form
• Complete a short AI interview (15 minutes) to discuss your advisory expertise
• Participate in a paid work trial (3 hours) where you’ll complete domain-specific tasks

We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request.