Evaluate AI-generated investment research, valuation models, credit assessments, and financial analyses for accuracy, rigor, and domain quality. Seeking experienced finance and investment professionals.
Personal Finance / Consumer Planning Evaluator
Remote (Global)
$80 – $120/hr
June 7, 2026
Job description
About the Role
Mercor is hiring expert evaluators in Personal Finance and Consumer Financial Planning to review and assess AI-generated work products for accuracy, rigor, and domain quality.
This role involves evaluating financial plans, budgeting analyses, retirement planning materials, investment recommendations, consumer finance reports, spreadsheets, and presentation materials generated by AI systems and applying deep personal finance expertise to assess output quality against established evaluation standards.
This is a remote, hourly contract opportunity.
What You'll Do
- Evaluate AI-generated artifacts using personal finance and financial planning quality rubrics
- Review:
- Financial plans
- Budgeting analyses
- Retirement planning materials
- Investment planning documents
- Consumer finance reports
- Spreadsheets
- Presentation decks
- Identify:
- Financial inaccuracies
- Planning errors
- Budgeting issues
- Investment analysis weaknesses
- Presentation deficiencies
- Quality concerns
- Provide clear, structured written feedback
- Assess the accuracy, rigor, completeness, and professional quality of AI-generated outputs
Required Qualifications
- 5+ years of professional experience in:
- Personal financial planning
- Consumer finance
- Wealth management
- Financial advising
- Retirement planning
- Related financial disciplines
- Native or professional fluency in English
- Advanced proficiency with:
- Microsoft Office
- Google Workspace
- Strong working knowledge of:
- Microsoft Excel
- Google Sheets
- Microsoft PowerPoint
- Google Slides
Preferred Qualifications
- Master's degree or higher
- CFP, CFA, ChFC, CPA, or equivalent professional qualification
- Advanced academic or professional credentials from a reputable institution
Desired Expertise
Successful candidates often have experience with:
- Financial planning
- Budget development
- Retirement planning
- Investment planning
- Wealth management
- Debt management
- Insurance planning
- Consumer lending
- Cash flow analysis
- Financial goal setting
Contract & Payment Terms
- Independent contractor engagement
- Fully remote work
- Flexible schedule
- Weekly payments through Stripe or Wise
- Projects may be extended, shortened, or concluded based on business needs and performance
Important Note
Mercor currently cannot support:
- H1-B candidates
- STEM OPT candidates
About Mercor
Mercor partners with leading AI labs and enterprises to train and improve frontier AI systems using human expertise.
Contributors work directly on projects that help evaluate, benchmark, and improve next-generation AI systems.
Apply now
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