Personal Financial Advisor, Remote

Xperteez Technology • ,

2d • $90 - $110 • Remote

About The Position

In this contract role, you will apply personal financial advisory expertise to help train next-generation AI systems. The work matches experienced professionals in pairs, using their availability to support collaboration. Prior AI experience is not required.

You will review and provide feedback on personal financial planning scenarios, evaluate investment strategies and retirement plans, and analyze financial situations involving savings, investments, debt management, tax planning, and long-term goals. You will draw on experience advising individual clients, including assessing financial needs, risk tolerance, and investment preferences. You will also review planning materials for accuracy, regulatory compliance, and industry best practices; clearly explain financial concepts and recommendations; and collaborate with another financial expert to compare approaches and contribute to AI training.

Requirements

• Personal financial planning skills.
• Knowledge of investment strategies.
• Knowledge of regulatory compliance.
• Strong written and verbal communication skills.
• Analytical skills.

Nice To Haves

• Professional experience working directly with individual clients or families in a one-on-one financial advisory role.
• Experience as a Personal Financial Advisor, Financial Planner, Wealth Manager, Investment Advisor, or similar client-facing professional.
• Strong knowledge of personal financial planning, including retirement, investments, tax planning, estate planning, and wealth management.
• Hands-on experience creating personalized financial plans and investment recommendations based on individual client goals.
• Experience assessing clients' financial situations, risk tolerance, investment objectives, and long-term financial needs.
• Good understanding of financial products, portfolio management, asset allocation, and relevant regulatory requirements.
• Strong communication skills and the ability to explain financial concepts clearly.
• Comfortable collaborating with another financial expert and available to work during overlapping North American or Latin American time zones.

Responsibilities

• Review and provide feedback on personal financial planning scenarios based on experience advising individual clients.
• Evaluate investment strategies, retirement plans, and financial recommendations tailored to individual client needs.
• Analyze financial situations involving savings, investments, debt management, tax planning, and long-term financial goals.
• Share insights from one-on-one client work, including assessing financial needs, risk tolerance, and investment preferences.
• Review financial planning materials for accuracy, regulatory compliance, and industry best practices.
• Explain financial concepts, planning strategies, and recommendations clearly in written and verbal formats.
• Collaborate with another financial expert to discuss different approaches, compare recommendations, and contribute to AI training.

What This Job Offers

• Education Level: No Education Listed