Remote | Personal Financial Advisor — $90–$110/hour
About The Position
This remote freelance consulting role is for experienced Personal Financial Advisors contributing professional expertise to AI training and evaluation initiatives. The work involves analysing realistic personal finance scenarios, evaluating investment recommendations and financial planning strategies, and providing expert feedback on AI-generated financial content. Consultants apply practical client advisory experience, financial analysis, regulatory awareness, structured evaluation, and collaborative research. They work with another financial expert to compare approaches and help improve the accuracy and relevance of AI systems used in personal financial planning. Prior AI experience is not required. Assignments cover personal financial planning, investment strategies, retirement and wealth planning, and evaluation of financial content. Professionals review individual and household financial scenarios, assess recommendations against client circumstances and objectives, examine suitability and assumptions, and produce clear analyses and structured written feedback. Work must be completed without using confidential or proprietary information belonging to an employer, client, institution, or other third party. The engagement is remote and available to professionals in North America and Latin America. Compensation is $90–$110 per hour, with 45 openings. Availability during overlapping North American or Latin American working hours is required for collaborative activities. The opportunity is available through 24-MAG LLC.
Requirements
- Substantial professional experience working directly with individual clients or families in a personal financial advisory capacity.
- Strong expertise in personal financial planning, investment strategies, retirement planning, and long-term wealth management.
- Practical experience developing personalised financial plans and investment recommendations based on individual client objectives.
- Ability to assess financial situations, investment preferences, risk tolerance, and long-term financial needs.
- Strong understanding of savings strategies, debt management, financial products, and portfolio allocation.
- Familiarity with retirement planning, tax considerations, estate planning, and personal wealth management principles.
- Experience evaluating investment suitability, diversification strategies, and financial planning recommendations.
- Knowledge of relevant financial advisory regulations, compliance expectations, and industry best practices.
- Strong analytical reasoning, financial judgment, critical thinking, and problem-solving capabilities.
- Ability to interpret complex financial information and develop clear, actionable analytical conclusions.
- Excellent written and verbal communication skills, including explaining financial concepts to people with different levels of financial knowledge.
- Demonstrated experience conducting one-on-one client consultations and assessing personalised financial planning requirements.
- Ability to collaborate effectively with another financial professional and discuss differing advisory approaches constructively.
- Availability to collaborate during overlapping North American or Latin American working hours.
- Work must not use confidential or proprietary information belonging to any employer, client, institution, or other third party.
Nice To Haves
- Prior experience as a Personal Financial Advisor, Financial Planner, Wealth Manager, Investment Advisor, or comparable client-facing financial professional.
- Prior experience with AI training, model evaluation, or financial technology applications is not required.
Responsibilities
- Review and analyse realistic personal financial planning scenarios involving individual and household needs.
- Evaluate financial circumstances involving income, savings, debt, investments, and long-term objectives.
- Assess planning approaches in light of individual circumstances and financial priorities, and explain strategies and recommendations clearly.
- Analyse investment strategies, asset allocation, portfolio considerations, financial products, diversification, and wealth accumulation approaches.
- Evaluate investment recommendations against financial objectives, risk tolerance, and preferences; assess their reasoning and assumptions.
- Review retirement planning, taxation, estate planning, and wealth management considerations.
- Evaluate strategies for balancing current financial needs with long-term retirement and financial objectives.
- Develop financial planning questions, case studies, and structured advisory scenarios for AI training and evaluation.
- Review and validate AI-generated financial analyses, investment explanations, and personalised planning recommendations.
- Identify inaccuracies, incomplete reasoning, and areas requiring greater analytical or regulatory precision.
- Evaluate financial planning materials for consistency with applicable regulatory requirements and industry best practices.
- Provide detailed written feedback to improve the accuracy, clarity, and practical relevance of AI-generated financial content.
- Collaborate with another experienced financial professional to evaluate scenarios, compare advisory approaches, and discuss client-specific considerations.
- Produce clear financial analyses, structured research summaries, and detailed evaluation feedback.
- Communicate financial concepts through written explanations and professional discussions, supporting consistent quality and continuous improvement.
- Complete work without using confidential or proprietary third-party information.
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What This Job Offers
Career Level
Mid Level
Education Level
No Education Listed
