Certified Financial Planner - Expert

About the job

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.

Position: Certified Financial Planner (CFP / CFA)
Type:Contract
Compensation:$130–$140/hour
Location:Remote

Role 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.
• Collaborate with a leading fintech and AI team to shape how AI systems give real-world financial advice.
• Work independently and asynchronously with flexible hours to meet deadlines.

Qualifications

Must-Have

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

Preferred

• Both CFP and CFA, or additional credentials (CPA, EA, CPWA, ChFC, CAIA).
• Experience at a fee-only RIA, advice-only practice, or established wealth management firm.
• Experience with equity compensation, retirement income planning, and portfolio construction.

Application Process (Takes 20–30 mins to complete)

• Upload resume
• AI interview based on your resume
• Submit form

Resources & Support

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

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