Personal Finance Consultant – AI Expert

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<strong>About The Job<br><br></strong><strong>Mercor</strong> connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include <strong>Benchmark</strong>, <strong>General Catalyst</strong>, <strong>Peter Thiel</strong>, <strong>Adam D'Angelo</strong>, <strong>Larry Summers</strong>, and <strong>Jack Dorsey</strong>.<br><br><strong>Position:</strong> AI Personal Finance Data Specialist<br><br><strong>Type:</strong> <strong>Full-time<br><br></strong><strong>Compensation:</strong> <strong>$90,000–$200,000/year<br><br></strong><strong>Location:</strong> <strong>Based in Palo Alto, CA (in-office, 5 days per week) or fully remote<br><br></strong><strong>Commitment:</strong> <strong>40 hours/week<br><br></strong><strong>Role Responsibilities<br><br></strong><ul><li>Use proprietary tools to label, annotate, and evaluate personal finance data.</li><li>Provide expert input across scenarios involving investing, budgeting, and tax planning.</li><li>Collaborate with research teams to train and refine AI systems for financial reasoning.</li><li>Help design and improve annotation tools tailored for financial data.</li><li>Interpret evolving task instructions accurately and deliver consistent, high-quality results.</li><li>Work independently and asynchronously to meet deadlines while improving AI model performance.<br><br></li></ul><strong>Qualifications<br><br></strong><strong>Must-Have<br><br></strong><ul><li>Professional experience in personal finance or related fields.</li><li>Strong written and verbal English communication skills.</li><li>Excellent analytical and organizational abilities.</li><li>Ability to work independently and make sound judgments with limited information.</li><li>Demonstrated interest in technology and AI applications in finance.<br><br></li></ul><strong>Preferred<br><br></strong><ul><li>Relevant certification or training (e.g., CFP, CFA, Enrolled Agent).</li><li>Experience mentoring or training others in financial planning, investing, or tax preparation.</li><li>Familiarity with AI workflows, data annotation, or related technical environments.</li><li>Comfortable recording short audio or video sessions for data collection.<br><br></li></ul><strong>Compensation & Legal<br><br></strong><ul><li>Access to medical benefits, subject to your country of residence.</li><li>Supportive, high-impact environment focused on advancing AI and financial innovation.<br><br></li></ul><strong>Application Process (Takes 20–30 mins to complete)<br><br></strong><ul><li>Submit your resume.</li><li>Complete a 20-minute introductory interview.</li><li>Selected candidates will move on to a focused personal finance data evaluation exercise.</li><li>Finalists will participate in a team discussion and review of their expertise.<br><br></li></ul><strong>Resources & Support<br><br></strong><ul><li>For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome/welcome</li><li>For any help or support, reach out to: support@mercor.com<br><br></li></ul><em>PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.<br><br></em>,<br><br>

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