Independent Financial Advisor

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: B2B Financial Advisor
Type: Contract
Compensation: $100/hour
Location: Remote
Duration: One-time engagement — 45 minutes

Role Responsibilities

• Provide accurate financial and client-facing insights based on your professional experience.
• Record brief audio responses and complete multiple-choice questions.
• Submit all materials by the deadline through a secure platform.

Qualifications

Must-Have

• Employed full-time, part-time, or self-employed/business owner.
• Currently working in finance or financial services.
• Experience as a Financial Advisor, Financial Planner, Investment Adviser, Private Banker, Wealth Manager, or Investment Specialist/Strategist.
• Able to research, select, or recommend funds from multiple asset management providers.
• Directly interface with clients to support investment decisions.

Preferred

• Experience with a predefined investment platform/approved fund list or open architecture across multiple providers.
• Contribute to fund research, due diligence, development of preferred or buy-rated fund lists, or portfolio construction/model development.
• Involvement in full discretion, shared decision-making, or advisory role in portfolio construction and investment selection.

Compensation & Legal

• Fixed $100 payment upon verified completion.

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/welcome
• For any help or support, reach out to: [email protected]

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