Financial Planning Specialist (Remote)

Role Title: Personal Financial Advisor
Role Type: Contractor
Location: Northern America, Latin America.
Personal Financial Advisors to contribute expert knowledge and insights to a customer's project centered around financial wellness for individuals. In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. This engagement matches experienced professionals in pairs, leveraging your availability to facilitate impactful collaboration.
Scope of Work
1. Review and provide feedback on personal financial planning scenarios based on your experience advising individual clients.
2. Evaluate investment strategies, retirement plans, and financial recommendations tailored to individual client needs.
3. Analyze financial situations involving savings, investments, debt management, tax planning, and long-term financial goals.
4. Share insights from your experience working one-on-one with clients, including assessing financial needs, risk tolerance, and investment preferences.
5. Review financial planning materials for accuracy, regulatory compliance, and industry best practices.
6. Explain financial concepts, planning strategies, and recommendations clearly in written and verbal formats.
7. Collaborate with another financial expert to discuss different approaches, compare recommendations, and contribute to AI training.
Preferred Qualifications
1. Professional experience working directly with individual clients or families in a one-on-one financial advisory role.
2. Experience as a Personal Financial Advisor, Financial Planner, Wealth Manager, Investment Advisor, or similar client-facing professional.
3. Strong knowledge of personal financial planning, including retirement, investments, tax planning, estate planning, and wealth management.
4. Hands-on experience creating personalized financial plans and investment recommendations based on individual client goals.
5. Experience assessing clients' financial situations, risk tolerance, investment objectives, and long-term financial needs.
6. Good understanding of financial products, portfolio management, asset allocation, and relevant regulatory requirements.
7. Strong communication skills and the ability to explain financial concepts clearly.
8. Comfortable collaborating with another financial expert and available to work during overlapping North American or Latin American time zones.
What You’ll Do
1. Review and provide feedback on personal financial planning scenarios based on your experience advising individual clients.
2. Evaluate investment strategies, retirement plans, and financial recommendations tailored to individual client needs.
3. Analyze financial situations involving savings, investments, debt management, tax planning, and long-term financial goals.
4. Share insights from your experience working one-on-one with clients, including assessing financial needs, risk tolerance, and investment preferences.
5. Review financial planning materials for accuracy, regulatory compliance, and industry best practices.
6. Explain financial concepts, planning strategies, and recommendations clearly in written and verbal formats.
Apply Now!

Skills
Wealth Management, Regulatory Compliance

Work arrangement
Yes