NOTE: Hatch is supporting Mercor in hiring for this position, but Mercor remains the owner of the role and hiring process

Mercor is hiring experienced Financial Advisors to collaborate with a top AI research lab. In this role, you’ll apply your expertise in financial advising to help design, test, and refine advanced AI systems that replicate real-world wealth management, retirement planning, and investment advisory workflows. You’ll play a central role in ensuring that AI-powered solutions are client-ready, compliant, and effective in delivering high-quality financial advice.

You’ll directly shape how AI handles tasks such as retirement planning, investment portfolio construction, cash flow planning, and personalized financial strategies.

Key Responsibilities

• Evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and client relevance
• Calibrate investment and retirement planning models to ensure financial soundness and client suitability
• Simulate and audit workflows such as asset allocation, risk profiling, and retirement income planning
• Review and refine AI-produced reports, recommendations, and strategic financial documents with a focus on real-world client needs
• Collaborate asynchronously with AI and product teams to improve the reliability and trustworthiness of AI-driven advisory systems

Ideal Qualifications

• 2+ years of experience as a Financial Advisor, Wealth Manager, or in related advisory roles
• Bachelor’s degree in Finance, Business, Economics, or a related field; advanced certifications (CFP, CFA, CPA, ChFC) are a strong plus
• Deep understanding of financial planning principles, including retirement, estate, and investment planning
• Strong client-facing communication skills with the ability to interpret and explain complex financial strategies
• Familiarity with compliance, regulatory standards, and fiduciary responsibilities in financial advising
• Location: US, UK, Canada, Australia or Europe preferred

Project Timeline

• Start Date: Immediate
• Duration: 1–2 months
• Commitment: ~20 hours/week, part-time
• Schedule: Fully remote, asynchronous, flexible hours

Compensation & Contract

• $70–$95 USD/hour, based on experience
• Performance bonuses, at the project’s discretion.
• Independent contractor role

🟢 Please consider applying even if you don't meet 100% of what’s outlined 🟢

Key Responsibilities

• 🔍 Evaluating AI-generated financial plans
• ⚖️ Calibrating investment models
• 🔄 Simulating workflows

Key Strengths

• 💰 Financial planning principles
• 🗣️ Client-facing communication skills
• 📜 Compliance knowledge
• 🎓 Advanced certifications
• 🤝 Asynchronous collaboration
• 📈 Financial advisory experience

Why Mercor is partnering with Hatch on this role. Hatch exists to level the playing field for people as they discover a career that’s right for them. So when you apply you have the chance to show more than just your resume.

A Final Note: This is a role with Mercor not with Hatch.