Remote Personal Financial Advisor

Turing•Seattle, WA

2d•Remote

About The Position

Turing is seeking experienced financial advisors and planners with a background in personal finance, investment management, retirement planning, and tax optimization. In this role, you will use financial advisory knowledge and communication skills to help fine-tune and evaluate large language models (LLMs). No prior AI experience is required. Projects will provide opportunities to learn how AI can improve client experience, strengthen advisory workflows, and enhance financial-planning insights. The work involves developing financial advisory scenarios and case studies to assess AI reasoning, producing structured financial solutions that reflect real-world advisory decisions, collaborating with AI researchers, and refining evaluation benchmarks based on financial-planning principles, regulatory standards, and industry best practices. This is a contractor/freelancer assignment, with projects expected to last approximately one month and potentially extend. The role is fully remote and may be full-time.

Requirements

At least 4 years of experience as a Personal Financial Advisor, Wealth Manager, Financial Consultant, or in a similar role.
Bachelor’s or Master’s degree in Finance, Economics, Accounting, Business Administration, or a related field.
Strong English communication and analytical skills.
Ability to explain complex financial concepts in simple, client-focused language, using data and visuals where needed.

Nice To Haves

Professional certifications such as CFP®, CFA®, or CPA® are preferred but not mandatory.

Responsibilities

Design and solve real-world financial advisory scenarios and case studies to assess AI reasoning.
Write clear, structured, high-quality financial solutions reflecting real-world advisory decisions.
Collaborate with AI researchers to improve model understanding of risk profiling, asset allocation, and investment strategy.
Help define and refine evaluation benchmarks based on financial-planning principles, regulatory standards, and industry best practices.