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Certified Financial Planner (CFP® / CFA)

Mercor Contract, part-time 10 openings Posted Today New United States only

Role details

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.

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.

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

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.

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.

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.

From the Mercor posting.

Applying on Mercor

What happens after you click

  1. The link opens this role on Mercor. Sign up and apply from there.
  2. Upload a resume, complete the assessments the role asks for and verify your work authorisation.
  3. An AI interview of about 20 minutes. The confirmation screen then shows the expected timeline for that role.
  4. If Mercor hires you, you are paid weekly, on the Wednesday after each work week, via Stripe. Mercor says first payouts are held for 7 days.
  5. Remote, but this posting limits it to United States.
Apply on Mercor Prepare for the interview

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Pays $130–140 an hour. 10 openings. Posted today.

We read this listing on Mercor on 11 Nov 2026 and checked it again on 11 Nov 2026. We clean its formatting for readability and safety. View on Mercor

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