Personal Finance Advisor - 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: Personal Financial Advisors — Occupation Research Survey
Type: Contract
Compensation: $50/hour
Location: Remote

Role Responsibilities

• Complete a written survey to identify dimensions distinguishing jobs within personal financial advising.
• Provide concise notes and clarify unfamiliar terms as needed.
• Share your professional perspective without additional research or preparation.
• Ensure survey responses remain general, excluding names and confidential details.
• Respond in English based on your own experience.

Qualifications

Must-Have

• 5+ years of hands-on personal-financial-advising experience.
• Current or recent experience advising individuals or households in the U.S.
• Direct responsibility for developing or communicating personalized financial recommendations.
• Ability to describe the occupation from direct professional experience.

Application Process (Takes 20–30 mins to complete)

• Submit the short eligibility application.
• The research team reviews applications and invites selected participants to the survey.
• Complete the full survey after selection.

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.