Remote Personal Financial Advisor
About The Position
Turing is seeking experienced financial advisors and planners with backgrounds in personal finance, investment management, retirement planning, and tax optimization. The role involves applying financial advisory expertise and communication skills to projects that fine-tune and evaluate large language models. Prior AI experience is not required. Projects offer exposure to using AI to improve client experience, strengthen advisory workflows, and enhance financial-planning insights. The work includes designing and solving real-world financial advisory scenarios and case studies, writing clear and structured financial solutions, collaborating with AI researchers, and helping develop evaluation benchmarks grounded in financial-planning principles, regulatory standards, and industry best practices. This is a contractor/freelancer engagement, with projects lasting approximately one month and a possibility of extension. Work is fully remote, compensation varies by project, and the engagement may potentially be full-time. Turing does not seek confidential or proprietary information, trade secrets, internal company or university data, specific client information or case details, or information that would violate confidentiality obligations.
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®; 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 that reflect 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.
Benefits
- Strong compensation, with the exact amount varying by project.
- Fully remote work environment.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
