Personal Financial Advisor - Remote

Work Arrangement: Remote — Northern America and Latin America
Employment Type: Contract
Compensation: $172,800–$211,200/year equivalent
Hourly Rate: $90–$110/hour
Required Skills: Personal Financial Planning, Investment Strategies, Regulatory Compliance, Written and Verbal Communication, Analytical Skills

Annualized compensation is an illustrative equivalent based on 40 hours/week × 48 weeks/year. Actual earnings depend on hours worked, project availability, and approved work.

About the Role

We are seeking experienced Personal Financial Advisors to contribute professional knowledge and insights to a project focused on individual financial wellness and AI training.

You will apply your expertise in personal financial planning, investment strategies, and client advisory services to review financial scenarios and evaluate recommendations. Your insights will help shape how next-generation AI systems learn, reason, and perform.

No prior AI experience is required; your financial advisory expertise is what matters. This engagement pairs experienced professionals to support meaningful collaboration, with scheduling based on availability and overlapping North American or Latin American time zones.

Key Responsibilities

• Review personal financial planning scenarios and provide feedback informed by direct client advisory experience.

• Evaluate investment strategies, retirement plans, and financial recommendations against individual client needs.

• Analyze financial situations involving savings, investments, debt management, tax planning, and long-term financial goals.

• Apply insights from one-on-one client engagements, including assessing financial needs, risk tolerance, and investment preferences.

• Review financial planning materials for accuracy, regulatory compliance, and alignment with industry best practices.

• Explain financial concepts, planning strategies, and recommendations clearly in written and verbal formats.

• Collaborate with another financial expert to compare approaches, discuss recommendations, and contribute to AI training.

Preferred Qualifications

• Professional experience advising individual clients or families in a one-on-one financial advisory capacity.

• Experience as a Personal Financial Advisor, Financial Planner, Wealth Manager, Investment Advisor, or in a similar client-facing role.

• Strong knowledge of personal financial planning, including retirement, investments, tax planning, estate planning, and wealth management.

• Hands-on experience developing personalized financial plans and investment recommendations aligned with client goals.

• Experience assessing financial situations, risk tolerance, investment objectives, and long-term financial needs.

• 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 working during overlapping North American or Latin American time zones.

Core Skills

• Personal financial planning

• Investment strategy evaluation

• Retirement planning

• Tax and estate planning

• Wealth management

• Risk tolerance and investment objective assessment

• Portfolio management and asset allocation

• Financial product knowledge

• Regulatory compliance

• Analytical reasoning

• Written and verbal communication

• Collaborative financial review

Who Should Apply?

Experienced financial advisory professionals with direct client-facing expertise in personal financial planning, investment recommendations, and long-term financial wellness. Applicants should be comfortable evaluating financial scenarios, communicating their reasoning, and collaborating with another expert. Prior AI experience is not required.