Mercor

Certified Financial Planner (CFP® / CFA)

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…

Field: Finance & accounting
Where: United States
Commitment: hourly
Hours: up to 20/week
Openings: 10
Posted: today

Pay data for your profession: Finance AI trainer jobs

How this pay compares

At $135/hr (the midpoint of $130 to $140), this role pays more than 87% of the 175 open finance & accounting roles with a listed pay range, above the median of $85.

Among platforms with 10 or more priced finance & accounting roles, micro1 has the highest median ($90/hr across 23 roles) and Alignerr the lowest ($73/hr across 35).

Mercor roles that closed since late October stayed listed a median of 39 days (136 roles). Mercor posted this one today.

Computed from 2,746 open roles we track across Mercor, micro1, Handshake AI, Alignerr, Appen and OpenTrain AI, refreshed daily. Midpoints of listed ranges; “up to” ceilings are left out of medians.

What you would earn at this rate

Where in the listed range$135/hrHours a week (listing allows up to 20)20 hrs

Per week, before tax

$2,700

Per month, if the work is steady

$11,700

Show in

Tax: Contract pay arrives with no tax withheld. A US contractor at this rate and these hours would set aside about $2,958 a month for self-employment tax plus federal income tax at the 12% bracket (25%, before state tax). Outside the US, your own country's rules apply.

Assumes paid hours only; unpaid assessments, onboarding and gaps between projects lower the real figure. Full take-home calculator · Track what you actually earn

Open finance & accounting roles on each platform

The same kind of work, priced on every platform we track, with the best-paid open role on each.

Platform	Open	Median	Best-paid open role
micro1	23	$90/hr	Domain Researcher, Finance$400k-800k/yr
OpenTrain AI	93	$90/hr	Finance Professional$245-280/hr
Mercorthis role	28	$90/hr	Pharma Commercial Forecasting Expert — Launch Curves$130-210/hr
Alignerr	35	$73/hr	Accounting Specialist — Excel Dataset Creation$40-150/hr
Handshake AI	26	up to $83/hr	Investment BankersUp to $175/hr

“Up to” rows list only ceilings, so their median is a maximum, not comparable with the range midpoints above them.

All 205 open finance & accounting roles →

The full listing

As posted on Mercor. See the original

What You'll Do

Build, review, and critique comprehensive financial plans for realistic client households.
Evaluate AI-generated recommendations on retirement, tax, investment, insurance, and estate planning for accuracy, suitability, and completeness.
Provide clear, structured written explanations of your reasoning and the advice you would give a real client.

Scenarios You'll Work With

Technology professionals with RSUs, ISOs, and concentrated stock positions
Pre-retirees and retirees: Social Security timing, withdrawal sequencing, Roth conversions, and RMDs
High-net-worth households: asset allocation, tax-aware rebalancing, and tax-loss harvesting
Families with education funding, insurance needs, and estate-planning coordination
Business owners: retirement plan design, succession, and cash-flow planning
Life transitions: divorce, widowhood, inheritance, and career changes

Required Qualifications

Active CFP® certification and/or CFA charter.
5+ years of hands-on, client-facing financial planning or wealth management experience (currently or recently).
Based in the United States, with strong knowledge of US tax, retirement, and investment rules.
Excellent attention to detail and clear written communication.

Preferred Qualifications

Both CFP® and CFA, or additional credentials (CPA, EA, CPWA®, ChFC®, CAIA).
Experience at a fee-only RIA, advice-only practice, or established wealth management firm.
Experience with equity compensation, retirement income planning, and portfolio construction.

Why Join?

Apply your planning expertise to shape how AI systems give real-world financial advice.
Fully remote and flexible, at a highly competitive hourly rate.
Collaborate with a leading fintech and AI team.

From applying to your first payment on Mercor

1
Apply to this listing
Apply on Mercor with your resume.
2
AI interview
Take Mercor's recorded AI interview, about 20 minutes. A completed interview carries over to other listings that use the same one.
3
Work
Hourly work is counted in weeks that run Saturday to Friday.
4
First payment
Mercor pays each Wednesday around noon Pacific through Stripe (or Wise). Stripe holds a first payout for 7 days, and standard transfers take up to 5 business days to reach your bank.

Sources: Mercor talent docs: AI interview, Mercor talent docs: payments

Full Mercor profile: watch-outs and the public record →

Pay history

Mercor has listed this role at $130-140/hr since Nov 11, 2026 with no change.

Across Mercor's finance & accounting roles, the median listed pay was $85/hr on Nov 1, 2026 (24 roles) and is $90/hr as of Nov 11, 2026 (25 roles).

What workers report about Mercor

Anonymous reports from people who applied or worked there: whether they got work, what they were paid and how fast.

Other finance & accounting roles

All 205 finance & accounting roles →