Investment Advisor - AI Trainer

Obsidian; Dallas (TX); On-site; USD 83,000 - 138,000; Full time

Job summary

Mercor in the United States is seeking experienced Securities, Commodities, and Financial Services Sales Agents to evaluate AI-generated securities content and workflows.

You will leverage 4+ years in securities or financial services sales to assess quality, accuracy, and regulatory compliance, and provide expert feedback.

This project runs 4–6 weeks with task-based payment, transitioning to hourly for continued work if successful.

Qualifications

• 4+ years of experience in securities or financial services sales.
• Experience buying/selling securities or commodities and advising clients.
• Ability to commit 20+ hours per week and communicate in writing in English.

Responsibilities

• Evaluate AI-generated trade recommendations and investment proposals for quality and accuracy.
• Compare AI outputs on financial soundness, regulatory compliance, and analytical rigor.
• Review scenarios involving securities transactions and client advisory work with expert feedback.

Skills

Securities Sales

Financial Services Experience

English Communication

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.