Mercor
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Senior Financial Planner – $200K+
role at
Mercor .
This range is provided by Mercor. Your actual pay will be based on your skills and experience – talk with your recruiter to learn more.
Base pay range $90,000 – $200,000 per year
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 AI Personal Finance Data Specialist – Senior Financial Planner
Type Full‑time
Compensation $90,000 – $200,000 per year
Location Based in Palo Alto, CA (in‑office, 5 days per week) or fully remote
Commitment 40 hours per week
Role Responsibilities
Use proprietary tools to label, annotate, and evaluate personal finance data.
Provide expert input across scenarios involving investing, budgeting, and tax planning.
Collaborate with research teams to train and refine AI systems for financial reasoning.
Help design and improve annotation tools tailored for financial data.
Interpret evolving task instructions accurately and deliver consistent, high‑quality results.
Work independently and asynchronously to meet deadlines while improving AI model performance.
Qualifications
Must‑Have
Professional experience in personal finance or related fields.
Strong written and verbal English communication skills.
Excellent analytical and organizational abilities.
Ability to work independently and make sound judgments with limited information.
Demonstrated interest in technology and AI applications in finance.
Preferred
Relevant certification or training (e.g., CFP, CFA, Enrolled Agent).
Experience mentoring or training others in financial planning, investing, or tax preparation.
Familiarity with AI workflows, data annotation, or related technical environments.
Comfortable recording short audio or video sessions for data collection.
Compensation & Legal (Benefits)
Access to medical benefits, subject to your country of residence.
Supportive, high‑impact environment focused on advancing AI and financial innovation.
Application Process
Submit your resume.
Complete a 20‑minute introductory interview.
Selected candidates will move on to a focused personal finance data evaluation exercise.
Finalists will participate in a team discussion and review of their expertise.
Resources & Support
For details about the interview process and platform information, visit https://talent.docs.mercor.com/welcome/welcome.
For any help or support, reach out to: support@mercor.com.
#J-18808-Ljbffr
Senior Financial Planner – $200K+
role at
Mercor .
This range is provided by Mercor. Your actual pay will be based on your skills and experience – talk with your recruiter to learn more.
Base pay range $90,000 – $200,000 per year
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 AI Personal Finance Data Specialist – Senior Financial Planner
Type Full‑time
Compensation $90,000 – $200,000 per year
Location Based in Palo Alto, CA (in‑office, 5 days per week) or fully remote
Commitment 40 hours per week
Role Responsibilities
Use proprietary tools to label, annotate, and evaluate personal finance data.
Provide expert input across scenarios involving investing, budgeting, and tax planning.
Collaborate with research teams to train and refine AI systems for financial reasoning.
Help design and improve annotation tools tailored for financial data.
Interpret evolving task instructions accurately and deliver consistent, high‑quality results.
Work independently and asynchronously to meet deadlines while improving AI model performance.
Qualifications
Must‑Have
Professional experience in personal finance or related fields.
Strong written and verbal English communication skills.
Excellent analytical and organizational abilities.
Ability to work independently and make sound judgments with limited information.
Demonstrated interest in technology and AI applications in finance.
Preferred
Relevant certification or training (e.g., CFP, CFA, Enrolled Agent).
Experience mentoring or training others in financial planning, investing, or tax preparation.
Familiarity with AI workflows, data annotation, or related technical environments.
Comfortable recording short audio or video sessions for data collection.
Compensation & Legal (Benefits)
Access to medical benefits, subject to your country of residence.
Supportive, high‑impact environment focused on advancing AI and financial innovation.
Application Process
Submit your resume.
Complete a 20‑minute introductory interview.
Selected candidates will move on to a focused personal finance data evaluation exercise.
Finalists will participate in a team discussion and review of their expertise.
Resources & Support
For details about the interview process and platform information, visit https://talent.docs.mercor.com/welcome/welcome.
For any help or support, reach out to: support@mercor.com.
#J-18808-Ljbffr