Personal Financial Advisor

Overview

This role engages a Personal Financial Advisor as a contractor to contribute expert knowledge and insights to a client project focused on financial wellness for individuals. The work supports training next-generation AI systems by using real-world, high-quality inputs so models can learn, reason, and perform effectively. No prior AI experience is required—subject-matter expertise in personal finance is the primary requirement.

Responsibilities

• Review and provide feedback on personal financial planning scenarios based on experience advising individual clients.
• Evaluate investment strategies, retirement plans, and financial recommendations tailored to individual client needs.
• Analyze financial situations involving:
  • savings and investments
  • debt management
  • tax planning
  • long-term financial goals
• Share insights from one-on-one client advisory experience, including assessing:
  • financial needs
  • risk tolerance
  • investment preferences
• Review financial planning materials for accuracy, regulatory compliance, and industry best practices.
• Explain financial concepts, planning strategies, and recommendations clearly in both written and verbal formats.
• Collaborate with another financial expert to discuss approaches, compare recommendations, and contribute to AI training.

Required Skills

• Personal financial planning
• Investment strategies
• Regulatory compliance
• Written and verbal communication
• Analytical skills

Preferred Qualifications

• Professional experience working directly with individual clients or families in a one-on-one financial advisory role.
• Experience as a Personal Financial Advisor, Financial Planner, Wealth Manager, Investment Advisor, or similar client-facing professional.
• Strong knowledge of personal financial planning, including retirement, investments, tax planning, estate planning, and wealth management.
• Hands-on experience creating personalized financial plans and investment recommendations based on individual client goals.
• Experience assessing clients’ financial situations, risk tolerance, investment objectives, and long-term financial needs.
• Good understanding of financial products, portfolio management, asset allocation, and relevant regulatory requirements.
• Strong communication skills and ability to explain financial concepts clearly.
• Comfort collaborating with another financial expert and availability to work during overlapping North American or Latin American time zones.

Location

Northern America, Latin America.

Job Type

Contractor