Certified Financial Planner (CFP® / CFA)
Posted 11 Nov 2026
$130–140/hr
ApplyPlatform
Mercor
Work
Remote · Contract · 20 hrs/wk · Remote (United States)
Experience
5+ years
Eligibility
Open to United States
Field
Finance & accounting
Skills
Certified Financial Planner (CFP)CFA CharterComprehensive Financial PlanningWealth ManagementUS Tax PlanningRetirement PlanningInvestment ManagementInsurance PlanningEstate PlanningSocial Security PlanningRoth ConversionsRequired Minimum Distributions (RMDs)Asset AllocationTax-Loss HarvestingEquity CompensationPortfolio ConstructionRetirement Plan DesignSuccession PlanningCash-Flow PlanningCPAEnrolled Agent (EA)CPWAChFCCAIA
About this role
Mercor is seeking experienced financial planners and wealth advisors (CFP® and/or CFA charterholders) to help evaluate and improve advanced AI systems on realistic personal financial planning scenarios. You will work through complex household cases, completing well-scoped tasks…
Read the full description on MercorDisclosure: Skillora is independent of Mercor. The apply button carries our referral code, and if you are placed, Mercor pays Skillora a fee. It does not change what you are paid. If Mercor asks you to confirm a referrer, it is Skillora’s founder.