Wealth Manager | Upto $95/hr Remote

Mercor; United States; Remote; USD 60,000 - 80,000; Part time

Job summary

A leading financial consulting firm is seeking a Wealth Manager to evaluate AI-generated financial plans and collaborate with a top AI research lab. The role is remote, part-time, requiring 2+ years of advisory experience and strong communication skills. Competitive hourly compensation of $70–$95 based on experience, with performance bonuses available.

Benefits

Performance bonuses

Flexible remote hours

Qualifications

• 2+ years of experience as a Financial Advisor or Wealth Manager.
• Deep understanding of financial planning including retirement and investment planning.
• Strong communication skills to explain complex financial strategies.

Responsibilities

• Evaluate AI-generated financial plans for accuracy and client relevance.
• Calibrate investment planning models for financial soundness.
• Review AI-produced reports with a focus on client needs.

Skills

Financial planning principles

Client-facing communication

Compliance knowledge

Education

Bachelor’s degree in Finance, Business, or Economics

Job description

Overview

Wealth Manager | Upto $95/hr Remote at Mercor

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

Company Introduction

Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey.

Role Overview

• Position: Financial Advisor – Independent Contractor, Remote
• Commitment: ~20 hours/week, Duration: 1–2 months
• Collaborate with a top AI research lab to design, test, and refine AI systems for wealth management and financial advising.

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.

Requirements / Qualifications

Must-Have 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
• 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

Preferred Qualifications

• Advanced certifications (CFP, CFA, CPA, ChFC) are a strong plus
• Location: US, UK, Canada, Australia, or Europe preferred

Engagement Details

• Start Date: Immediate
• Duration: 1–2 months
• Commitment: ~20 hours/week, part-time
• Schedule: Fully remote, asynchronous, flexible hours
• Compensation: $70–$95 USD/hour, based on experience
• Performance bonuses, at the project’s discretion
• Independent contractor role

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

Resources & Support

• For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome/welcome
• For any help or support, reach out to: [e-mail]

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.

Seniority level

• Entry level

Employment type

• Contract

Job function

• Finance, Consulting, and Research
• Industries: Software Development

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