CFP/CFA Wealth Planner — Remote, AI-Driven Financial Guidance

Mercor; United States; Remote; USD 179,000 - 193,000; Full time

Benefits offered by this job

Fully remote

Job summary

Mercor is seeking experienced financial planners and wealth advisors to help evaluate and improve 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.

You will build, review, and critique comprehensive financial plans for retirement, tax, investment, insurance, and estate planning.

Qualifications

• Active CFP certification and/or CFA charter.
• 5+ years of hands-on, client-facing financial planning or wealth management experience.
• Based in the United States, with strong knowledge of US tax, retirement, and investment rules.
• Excellent attention to detail and clear written communication.

Responsibilities

• 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.

Skills

CFP certification

CFA charter

US tax knowledge

Job description

Mercor is seeking experienced financial planners and wealth advisors to help evaluate and improve 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.

You will build, review, and critique comprehensive financial plans for retirement, tax, investment, insurance, and estate planning.