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: [email protected]

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity. ,