Financial Consultant - Fully Remote | Upto $50 Task based

🏢 mercor · all jobs
📍 United States
💰 USD 50 / hourly
📅 Posted Sep 13, 2026 · via Himalayas
🏷 Financial Consulting, Personal Finance, Wealth Management Consulting, Financial Advisory Services, Remote Financial Consultant, Virtual Financial Consultant +2 more
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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: Personal Financial Advisors — Occupation Research Survey
Type: Contract
Compensation: $50/hour
Location: Remote
Role Responsibilities

- Complete a written survey to identify dimensions distinguishing jobs within personal financial advising.

- Provide concise notes and clarify unfamiliar terms as needed.

- Share your professional perspective without additional research or preparation.

- Ensure survey responses remain general, excluding names and confidential details.

- Respond in English based on your own experience.

Qualifications

Must-Have

- 5+ years of hands-on personal-financial-advising experience.

- Current or recent experience advising individuals or households in the U.S.

- Direct responsibility for developing or communicating personalized financial recommendations.

- Ability to describe the occupation from direct professional experience.

Application Process (Takes 20–30 mins to complete)

- Submit the short eligibility application.

- The research team reviews applications and invites selected participants to the survey.

- Complete the full survey after selection.

Resources & Support

- For details about the interview process and platform information, please check:

- For any help or support, reach out to:

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.

Originally posted on Himalayas

Flights + hotels

This role requires you to be in the United States. If that means relocating or flying in, it is worth checking fares before you commit to a start date.

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