Wealth Management Expert - Portfolio 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: 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)

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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.