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Financial Advisor

  • Temporary
  • Anywhere

Mercor

As a Financial Advisor, you will review and evaluate AI-generated outputs related to portfolio recommendations, financial planning scenarios, and investment research. You will also create realistic scenarios based on wealth/asset management workflows and provide structured feedback on AI accuracy.

Requirements

  • 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.

Benefits

  • Generous Paid Time Off
  • 401k Matching

Originally posted on Himalayas

To apply for this job please visit himalayas.app.

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