Certified Financial Planner (CFP® / CFA)
Trapezoid
$130 – $140/hour · as listed
We're looking for certified financial planners (CFP® and/or CFA charterholders) to evaluate and refine advanced AI systems through realistic financial planning scenarios. Working on the Mercor platform, you'll analyze complex household cases and complete focused tasks that mirror actual comprehensive planning work—assessing how AI handles client situations, identifying gaps, and providing expert feedback to improve system performance.
This role suits experienced financial advisors and wealth management professionals who want to apply their deep domain expertise to AI development. It's positioned as advanced-level AI data work, combining your licensed financial credentials with practical evaluation of AI decision-making in planning contexts.
The position is remote, based in the USA, offered at $130–$140 per hour on an hourly, part-time basis (approximately 20 hours per week).
From the listing: Mercor marketplace · hourly · 20h/week. 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 that mirror real comprehensive planning and advice work. * * * ## What You'll Do - Build, review, and critique com
Applications are completed on the listing’s own site. Pay is shown as posted by the source (“as listed”) or the aggregator’s estimate where marked — offers and availability change, and individual results vary.
Want help getting selected — and finding the best-paid work for your country? See how membership works →