Sr. Financial Planner $200K+

About The JobMercor 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: AI Personal Finance Data SpecialistType: Full-timeCompensation: $90,000–$200,000/yearLocation: Based in Palo Alto, CA (in-office, 5 days per week) or fully remoteCommitment: 40 hours/weekRole ResponsibilitiesUse proprietary tools to label, annotate, and evaluate personal finance data.Provide expert input across scenarios involving investing, budgeting, and tax planning.Collaborate with research teams to train and refine AI systems for financial reasoning.Help design and improve annotation tools tailored for financial data.Interpret evolving task instructions accurately and deliver consistent, high-quality results.Work independently and asynchronously to meet deadlines while improving AI model performance.QualificationsMust-HaveProfessional experience in personal finance or related fields.Strong written and verbal English communication skills.Excellent analytical and organizational abilities.Ability to work independently and make sound judgments with limited information.Demonstrated interest in technology and AI applications in finance.PreferredRelevant certification or training (e.g., CFP, CFA, Enrolled Agent).Experience mentoring or training others in financial planning, investing, or tax preparation.Familiarity with AI workflows, data annotation, or related technical environments.Comfortable recording short audio or video sessions for data collection.Compensation & LegalAccess to medical benefits, subject to your country of residence.Supportive, high-impact environment focused on advancing AI and financial innovation.Application Process (Takes 20–30 mins to complete)Submit your resume.Complete a 20-minute introductory interview.Selected candidates will move on to a focused personal finance data evaluation exercise.Finalists will participate in a team discussion and review of their expertise.Resources & SupportFor details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome/welcomeFor any help or support, reach out to: support@mercor.comPS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.,