Personal Financial Advisor

2 days ago


India Mercor Full time

Job Description

Company Introduction

Mercor 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.

Role Overview

- Position: Financial Advisor Contract, Remote
- Commitment: Part-time (20 hrs/week)
- Mission: Provide expert guidance on credit card debt counseling to support clients in the United States. Develop personalized strategies to help clients achieve long-term financial stability.

Responsibilities

- Assess client financial health, including balances, repayment history, income, and spending patterns.
- Create structured debt management plans such as debt avalanche/snowball, consolidation loans, and balance transfers.
- Provide advice on FICO credit scores, credit utilization ratios, and strategies for long-term score improvement.
- Stay updated on consumer protection laws (FTC, CFPB) and credit regulations.
- Deliver ongoing coaching and track client progress toward debt reduction goals.

Requirements / Qualifications

Must-Have Qualifications

- Strong knowledge of U.S. credit card market, repayment tools, and regulations.
- Familiarity with FICO scoring models and credit bureau reports (Experian, Equifax, TransUnion).
- Excellent communication skills with the ability to simplify complex financial concepts.
- Proven experience as a Financial Advisor, Debt Counselor, or Credit Specialist with U.S clients.

Engagement Details

- Contract Type: Hourly contractor to Mercor
- Compensation: Paid weekly via Stripe Connect, based on hours logged
- Schedule: Part-time (20 hrs/week) with fully remote, async flexibility work from anywhere on your own schedule

Application Process (Takes 20-30 mins to complete)

- Upload resume
- AI interview based on your resume
- Submit form

Resources & Support

- For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome/welcome
- For any help or support, reach out to: [Confidential Information]

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.


  • Financial Advisor

    1 week ago


    India Tata AIA Life Full time

    TATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand. Financial Advisor's required: Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be...

  • Financial advisor

    5 days ago


    India Tata AIA Life Full time

    TATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand. Financial Advisor's required: Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should...

  • Financial Advisor

    1 week ago


    India Tata AIA Life Full time

    TATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand. Financial Advisor's required: Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor...

  • Financial Advisor

    4 days ago


    India Tata AIA Life Full time

    TATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand. Financial Advisor's required: Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor...


  • India Ameriprise Financial Full time

    The candidate will be responsible to work with a dedicated advisor a team of financial advisors and staff to help provide outstanding service to our clients It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors practices This position will...

  • Financial Advisor

    1 week ago


    India Tata AIA Life Full time

    TATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand. Financial Advisor's required: Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be...

  • Financial Advisor

    1 week ago


    India Tata AIA Life Full time

    TATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.Financial Advisor's required:Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able...


  • Raichur, India LIC Full time

    Job Description Company Description Life Insurance Corporation (LIC) of India is the oldest and largest insurance company in the country. Despite being in a highly populated nation, insurance awareness is still growing, and LIC aims to educate individuals on the importance of life insurance. LIC is dedicated to providing security both during one's life and...

  • Advisors

    2 days ago


    India Samsiddhi Business Solutions Full time

    Motilal oswal Financial services **Designation**: Advisors **Location1**: All India 1+ years of exp in advisor role with NISM 8 certification. **Salary**: 3-6 LPA


  • Ameriprise India- Noida Ameriprise Financial Services, LLC Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

    Support advisors in creating and delivering comprehensive financial plans for their retail clients.Key ResponsibilitiesSupport financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household levelData inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful...