Job Description

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: Wealth Management and Asset Management Specialist

Type: Contract

Compensation: $70–$90/hour

Location: Remote

Role Responsibilities

Review and evaluate AI-generated outputs related to portfolio recommendations, financial planning scenarios, and investment research.
Create realistic scenarios based on wealth/asset management workflows, including client discovery meetings and estate planning strategies.
Annotate, label, and validate data across wealth management use cases like risk profiling and retirement projections.
Provide structured feedback on AI accuracy in fiduciary standards, tax implications, and suitability requirements.
Collaborate asynchronously with research teams to refine evaluation frameworks for financial advisory AI .

Qualifications

Must-Have

3+ years of professional experience at an RIA, wirehouses, private bank, asset manager, or family office.
Background in financial planning, client advisory, portfolio management, or asset allocation.
Strong analytical thinking and ability to translate advisory workflows into structured evaluation tasks.
Clear written communication and attention to detail.

Preferred

CFA , CFP , CAIA , or Series 65/66 certifications.
Experience with alternative investments like private equity and hedge funds.

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:
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.

Job Tags

Remote job, Contract work, Summer work, Work at office

Similar Jobs

Xpress Wellness and Integrity

Medical Receptionist - Full Time (Eastern KS/Topeka area - Heavy Travel Required) - Xpress Wellness and Integrity - Flex, Kansas, United States Job at Xpress Wellness and Integrity

Full-time Description Please Note: Heavy travel throughout Eastern Kansas will be required, specifically between Junction City, Manhattan, & Lawrence, KS. Mileage reimbursement will be provided. Position Summary : The patient service specialist is responsible...

VDart Inc

Salesforce Admin with CPQ domain Job at VDart Inc

...Salesforce Admin with CPQ domain Location: Remote / NYC Duration :- 11 Months Below is the JD. Responsibilities: Serve as a Center of Excellence for Sales, SalesOps, Product, Marketing processes. This includes enablement and enforcement...

PepsiCo

Merchandiser - 5001199330406 Job at PepsiCo

...color, religion, sex, sexual orientation, gender identity, age, national origin, protected veteran status, or disability status. PepsiCo is an Equal Opportunity Employer: Female / Minority / Disability / Protected Veteran / Sexual Orientation / Gender Identity If...

The Staff Pad

Art Handler II (Driver) Job at The Staff Pad

...partnering with a respected organization to hire an experienced Art Handler II (Driver) . This role is ideal for someone who takes... ...equivalent ~2+ years of experience in: ~ Art handling, museum, or gallery environments ~ OR relevant experience in moving/handling high-...

EssentiallySimple.net

Science Writer Job at EssentiallySimple.net

...leading academic journals in the subject and have the background knowledge to understand the significance of new research. * You can write clearly about complex topics. This means you know the Jargon of the field, but can communicate what is essential without relying on...

Wealth Management Specialist Job at Mercor, San Francisco, CA

b0RZWHFMYnpqTFMxN0lUUTlGeWdKdTkrTVE9PQ==