We’re seeking experienced personal financial advisors to contribute their expertise to a project focused on individual financial wellness. In this role, you’ll apply your knowledge of financial planning, investment strategies, portfolio management, and regulatory compliance to evaluate financial scenarios and help improve next-generation AI systems.
No prior AI experience is required. Your professional expertise and ability to provide clear, evidence-based financial guidance are what matter most. The engagement also involves collaborating with another expert to compare approaches and develop high-quality insights.
Key Responsibilities
- Review and evaluate financial planning scenarios and hypothetical client cases.
- Develop and critique personal investment strategies and portfolio recommendations in simulated environments.
- Assess financial materials for regulatory compliance and alignment with industry best practices.
- Explain financial concepts and planning decisions clearly through written and verbal feedback.
- Analyze hypothetical financial situations to identify risks, opportunities, and suitable solutions based on client needs.
- Collaborate with another expert to compare strategies, discuss different perspectives, and contribute diverse insights.
- Submit timely, actionable feedback and documentation to support project objectives.
Required Qualifications
- Extensive experience in personal financial advising, wealth management, financial planning, or investment advisory services for individual clients.
- Robust knowledge of personal financial planning, including retirement, education, tax, and estate strategies.
- Deep understanding of investment products, asset allocation, risk tolerance assessment, and portfolio construction.
- Knowledge of regulatory compliance frameworks relevant to personal finance and advisory services.
- Strong analytical skills and the ability to translate complex financial information into clear, actionable recommendations.
- Excellent written and verbal communication skills.
- A collaborative mindset and willingness to engage in constructive discussions with other experts.
Preferred Qualifications
- Experience evaluating financial plans and investment strategies for clients with diverse financial goals.
- Ability to assess financial risks and opportunities across different hypothetical client situations.
- Experience reviewing advisory recommendations for accuracy, suitability, and compliance.
- Strong documentation skills and the ability to explain the rationale behind financial recommendations.
Compensation & Engagement
- Compensation: $90–$110 per hour.
- Engagement Type: Contractor.
- Work Arrangement: Fully remote.
- Collaboration: Work alongside another financial expert to compare approaches and develop high-quality project insights.