About the Role We are seeking an experienced Paraplanner / Client Relationship Manager to join a growing US-based wealth management firm.
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Country-wide jobs always show. Picking a state also reveals jobs limited to that state.
Annual salary floor. Hourly-only roles pass through.
- United Kingdom
- Jul 9, 2026
What We're Researching We're running a paid study on retirement and pension planning strategies in the current economic landscape. We are evaluating how financial professionals structure long-term advice for their clients preparing to leave the workforce.
- United States
- Jul 9, 2026
What We're Researching We are running a paid study on how everyday individuals manage their personal finances and investment portfolios. Understanding the tools and strategies used for retail investing helps us identify gaps in current financial services.
- United States
- $80 – $110/hr
- Jun 16, 2026
Job Summary As a Personal Financial Advisor (Private Wealth), you will apply your expertise in financial planning, investment management, retirement strategy, and wealth advisory to help train next-generation AI systems. You will evaluate realistic client financial scenarios,…
- United States
- $250 one-time payment
- Jun 9, 2026
This is a paid research study focused on how individuals manage personal finances, investment accounts, and relationships with financial service providers. Participants will complete a remote AI-led video interview discussing: Personal financial decision-making Investment…
- Remote (Global)
- $80 - $120/hour
- Jun 7, 2026
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…
- South Africa, Philippines
- $14k–$19k/yr
- May 19, 2026
Position Overview We are seeking a highly organized, proactive, and positive Executive Assistant to support the leadership team of a fast-paced wealth management and financial planning firm.
- Remote (Global)
- $50-$75/hr
- May 11, 2026
Description Sharing a remote opportunity for experienced finance professionals interested in reviewing and improving investment-related scenarios used to train AI systems. Investment Consultant Expert - Reviewer Pay: $50–75/hour About the Opportunity This role involves…
- Remote (Global)
- $160 – $300/hr
- Apr 24, 2026
About the Role We are seeking a Personal Financial Advisor (Private Wealth) to support AI training initiatives by providing expert financial guidance and evaluating client scenarios. In this role, you will apply your expertise in wealth management to improve AI-driven…
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