Certified Financial Planner (CFP® / CFA)
About this opportunity
Mercor is seeking experienced financial planners and wealth advisors (CFP® and/or CFA charterholders) to help evaluate and improve advanced 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.
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What You'll Do
• 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.
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Scenarios You'll Work With
• Technology professionals with RSUs, ISOs, and concentrated stock positions
• Pre-retirees and retirees: Social Security timing, withdrawal sequencing, Roth conversions, and RMDs
• High-net-worth households: asset allocation, tax-aware rebalancing, and tax-loss harvesting
• Families with education funding, insurance needs, and estate-planning coordination
• Business owners: retirement plan design, succession, and cash-flow planning
• Life transitions: divorce, widowhood, inheritance, and career changes
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Required Qualifications
• 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.
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Preferred Qualifications
• 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.
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Why Join?
• Apply your planning expertise to shape how AI systems give real-world financial advice.
• Fully remote and flexible, at a highly competitive hourly rate.
• Collaborate with a leading fintech and AI team.
Check the original posting for the complete requirements and current terms before applying. Applications are handled by MERCOR.