Certified Financial Planner (CFP® / CFA)

$130–140/hr

rate as listed

Workload: ~15h/week
Engagement: Project-based
Location: US
Field: Finance

Evaluate AI-generated financial planning recommendations across retirement, tax, investment, insurance, and estate scenarios. This remote Mercor role is for US-based professionals with an active CFP® certification and/or CFA charter plus at least five years of recent client-facing experience.

The work

You will build, review, and critique comprehensive financial plans for realistic US households. Cases may involve RSUs, ISOs, concentrated stock, Social Security timing, Roth conversions, RMDs, withdrawal sequencing, tax-aware rebalancing, education funding, insurance, estate coordination, business succession, divorce, widowhood, inheritance, and career changes. Deliverables are structured written analyses that identify errors, omissions, suitability concerns, and better-supported recommendations.

What Mercor screens for

The screening is likely to verify your active CFP® certification and/or CFA charter, at least five years of current or recent client-facing planning or wealth management experience, and command of US tax, retirement, and investment rules. Expect follow-up on specific client situations, including the assumptions you used, alternatives you considered, and how you distinguished technically valid advice from advice that was suitable for a particular household. Experience with equity compensation, retirement income planning, portfolio construction, fee-only or advice-only firms, and additional credentials is preferred rather than required.

Logistics

The role is fully remote and described as flexible. The listing does not specify typical weekly hours, assignment length, or whether all work is asynchronous, so candidates should confirm those points during onboarding. The observed platform band below is not a guarantee of assignment volume or compensation.

Pay band: $130–140/hr

What they look for

Active CFP® certification and/or CFA charter
5+ years of current or recent client-facing financial planning or wealth management experience
Strong knowledge of US tax, retirement, and investment rules
Comprehensive financial plan review and suitability analysis
Clear, structured written financial reasoning
Detailed evaluation of AI-generated financial recommendations

Included with this listing

Interview prep — 10 questions

Matched to what this platform's screening actually measures. Answer each out loud in 60–90 seconds: claim → concrete example → implication.

What it tests: This verifies the CFP® or CFA requirement and whether the candidate has recent, hands-on responsibility for household-level advice rather than adjacent research or operations experience.
A strong answer: State the active credential, years of experience, firm setting, client segment, and the planning decisions you personally handled. Distinguish direct advice responsibilities from support, investment research, or supervisory work.
Where people lose it: Candidates lose points by naming a credential without confirming that it is active, or by describing firm-level services without explaining their own client-facing responsibilities.

Summary, eligibility guidance and screening preparation are prepared by Sidequest from the platform's posting. Check the source listing before applying.

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What finance AI work pays

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