Financial Services Expert - Securities

Obsidian; San Francisco (CA); On-site; USD 55,000 - 110,000; Full time

Job summary

Mercor is seeking experienced Securities, Commodities, and Financial Services Sales Agents to evaluate AI-generated content and workflows. The role requires 4+ years in related sales, with 20+ hours per week and immediate start for a 4–6 week project. Initial task-based payment transitioning to hourly pay for subsequent tasks.

Applicants should bring experience buying/selling securities or commodities and advising clients on investments, with strong written English communication skills.

Qualifications

• 4+ years of experience in securities sales or related financial services sales roles.
• Experience advising customers on stocks, bonds, mutual funds, commodities, and market conditions.
• Ability to commit 20+ hours per week.

Responsibilities

• Evaluate AI-generated trade recommendations, investment proposals, suitability assessments, and other securities and commodities artifacts for quality and accuracy.
• Compare AI-generated responses head-to-head based on financial soundness, regulatory compliance, and analytical rigor.
• Review scenarios involving securities and commodities transactions, portfolio recommendations, market analysis, and client advisory work and provide expert feedback.

Skills

Securities sales experience

Financial services sales

English communication

Investment advisory

Job description

About the Role

Mercor is hiring experienced Securities, Commodities, and Financial Services Sales Agents to help evaluate and improve cutting-edge AI systems. In this role, you'll evaluate AI-generated securities, commodities, and financial services content and workflows, leveraging your real-world expertise in buying and selling securities or commodities and advising clients on investments and market conditions.

Key Responsibilities

• Evaluate AI-generated trade recommendations, investment proposals, suitability assessments, and other securities and commodities artifacts for quality and accuracy.

• Compare AI-generated responses head-to-head based on financial soundness, regulatory compliance, and analytical rigor.

• Review scenarios involving securities and commodities transactions, portfolio recommendations, market analysis, and client advisory work and provide expert feedback.

Required Qualifications

• 4+ years of experience as a Securities Sales Agent, Commodities Broker, Stockbroker, Investment Advisor, Financial Services Sales Agent, or another closely related securities, commodities, or financial services sales role.

• Experience buying and selling securities or commodities in an investment or trading firm, or providing financial services to businesses and individuals, including advising customers on stocks, bonds, mutual funds, commodities, and market conditions.

• Ability to commit 20+ hours per week.

• Strong written English communication skills.

Additional Information

• Start date: Immediate

• Duration: Approximately 4–6 weeks

• Payment: task-based (payment upon first task approval). Experts who complete their first task within the required timeline will then be qualified to be paid hourly for the remainder of the project.