Mercor · General projects
Certified Financial Planner (CFP® / CFA)
Listed on Mercor as “Certified Financial Planner (CFP® / CFA)”
How this rate compares
This listing
$130–$140 per hour
Typical in General projects
$60–$70 per hour
Above the typical range
Typical: the middle of the lowest and highest rates posted by 113 listings in this category on Seoulstart, in US dollars.
What this actually is
You complete short labeling tasks, record everyday activities, or evaluate AI outputs across general knowledge domains. Open to most backgrounds. The platform title (Certified Financial Planner (CFP® / CFA)) reflects the rate band and the expertise required, not the day-to-day work.
How Mercor picks people
- Upload your CV and answer the role's written questions.
- Do a video interview with Mercor's AI interviewer. Most take about 20 minutes, in English unless the role says otherwise.
- Some roles add a skills test. A test you pass once counts for similar roles.
- The project team reviews your results and sends offers to the people it picks.
Before you start
- Take Mercor's free practice interview first. It does not count toward any application.
- Use Chrome on a computer with a camera and microphone, in a quiet room.
- You can retake an official interview up to 3 times, but hiring teams see how many times you retook it.
Not every applicant gets an offer. Prepare well for the interview.
How to prepare for the Mercor interview
Source: Mercor's help pages. talent.docs.mercor.com
Can you do this on your visa?
F-2 / F-4 / F-5 / F-6: open. E-1 to E-7: needs concurrent-employment permit. D-2 / D-4 students: S-3 permit, 20 hr/week cap. D-10 / D-8: case by case.
Korean tax on USD income
First 5 years in Korea: foreign-source income only taxed if remitted into Korea. After year 5: worldwide income. Full tax guide.
Original posting from Mercor
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 that mirror real comprehensive planning and advice work.
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.
Quoted from Mercor's public listing on 2026-11-13. We don't edit platform copy; honest framing is in the title and the “what this actually is” block above.
Related AI training jobs
CrowdGen by Appen · Project listing
Remote Work From Home: Record Peruvian Spanish
Pay in listing · Remote
CrowdGen by Appen · Project listing
Remote Work From Home: Record Chilean Spanish
Pay in listing · Remote
CrowdGen by Appen · Project listing
Gig Guru Wanted: Dive into Flexible Pay-by-Task Opportunities for Arabic Speakers in United States
Pay in listing · Remote
CrowdGen by Appen · Project listing
Gig Guru Wanted: Dive into Flexible Pay-by-Task Opportunities in the Central African Republic
Pay in listing · Remote
More on this platform
About Mercor
AI-interview-based talent network. One application, voice interview with their AI, then matched to projects across coding, research, and specialist work. Pay scales with track and seniority.
Mercor review: AI-interview talent network
4.1/5 on Glassdoor, fastest-growing platform in the category (+509% YoY). What the AI video interview actually asks, real pay across coding/research/medical/legal/finance tracks ($25-$200/hr), and the project-availability problem.
See all AI training jobs
Browse by category and compare across all eight platforms we cover.
Mercor pays Seoulstart a fee if it hires you through this link. Your pay is the same.