Personal Financial Advisor, Part-Time AI Finance Review - Remote (United States)

Overview

• Pay: $90–$110 per hour
• Schedule: Part-time, fully flexible (no minimum shift)
• Work setup: 100% remote
• Location: United States
• Contract type: Independent contractor

This role involves evaluating and shaping AI-generated financial guidance using real-world financial judgment. The work includes creating realistic personal finance scenarios, reviewing AI responses for accuracy and usefulness, and providing structured feedback to improve future model outputs.

Responsibilities

• Create realistic, scenario-based personal finance tasks covering budgeting and investment decisions
• Review AI-generated guidance on retirement planning and debt management for accuracy, clarity, and practical value
• Write clear responses to real-life financial questions using sound planning and risk-management practices
• Explain where AI guidance misses the mark, including compliance and ethical concerns, and provide structured feedback to improve it

Requirements

• Professional experience serving individual clients as a personal financial advisor, financial planner, wealth manager, or investment advisor
• Strong knowledge of financial planning, including areas such as investment strategies, risk management, tax strategies, or retirement solutions
• Professional fluency in English

Preferred Qualifications

• No AI experience needed (training on the tools is provided)

Compensation & Benefits

• $90–$110 per hour, paid hourly as an independent contractor
• Fully remote with a fully flexible schedule (no commute)

Location

• United States (remote)