[Hiring] Financial Representative REMOTE USA
Position: Financial Representative
Date posted: 2025-07-04
Industry: other
Employment type: Full Time
Experience: 3 years
Qualification: Bachelor’s Degree holder
Salary: $50 to $70/hr
Location: United States, REMOTE
Company: Mercor
Description:
Hiring Financial Representative
United States
About the job
We are looking for a Securities, Commodities, and Financial Services Sales Agent to write, review, and validate prompt-based questions designed to train AI.
Your expertise in financial product advising, market analysis, regulatory compliance, and client communication will ensure each prompt and response is accurate, compliant, and reflective of real-world financial sales workflows. We welcome professionals from wealth management, institutional sales, brokerage, or fintech to help build training materials that simulate the decision-making, advisory, and client-interaction logic used by real agents. You’ll contribute directly to shaping AI that understands the complexity of financial markets and customer-facing advisory services.
You are a good fit if you:
- Have over 3+ years of experience in financial services sales, brokerage, or investment advising.
- Have a bachelor’s degree in finance, business, economics, or a related field
- Have a strong background in one of the following –
- Selling and advising on stocks, mutual funds, ETFs, or derivatives
- Client portfolio management and financial goal alignment
- Understanding of market instruments, order types, and trade execution
- Compliance with FINRA, SEC, or similar regulatory bodies
- Demonstrate excellent verbal and written communication skills
- Have strong attention to details
Preferred Qualification
- FINRA licenses are preferred.
- Experience working with trading platforms, CRMs, or client onboarding systems is encouraged.
- Familiarity with financial planning tools, risk profiling, and sustainability assessments is plu
Role Highlights
- Flexible workload: 10–20 hours per week, with potential to increase to 40 hours.
- Fully remote and asynchronous—work on your own schedule.
- Minimum duration: 1–2 months, with potential for extension.
Role Start Date
- This role will begin in early to mid-July with applications reviewed on a rolling basis.
Interview Process
- You will take an AI interview where you will be asked questions about your background in financial services and sales advisory.
- You will share your screen and write a detailed prompt to generate an AI response about a financial topic.
- You will evaluate and compare LLM outputs to determine which response is more effective and accurate.
- Applicants will be selected based on their performance in the AI interview and on the accuracy and quality of their evaluations.
Compensation and Legal Details
- You will be legally classified as an hourly contractor for Mercor
- We will pay you out at the end of each week via Stripe Connect
About Mercor
Mercor connects elite creative and technical talent with leading AI research labs, headquartered in San Francisco, CA. Our distinguished investors include Benchmark, General Catalyst, Peter Thiel, Adam D’Angelo, Larry Summers, and Jack Dorsey.
Apply today and redefine digital creativity alongside groundbreaking AI technologies!
We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request
Read more: [Hiring] Financial Representative REMOTE USA
