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

Overview

• Compensation: $90–$110 per hour (independent contractor)
• Work arrangement: 100% remote
• Type: Part-time
• Schedule: Fully flexible (no minimum shift)
• Location/eligibility: United States

This role involves creating and evaluating realistic AI-driven personal finance guidance. The goal is to ensure recommendations are accurate, clear, practical, and aligned with compliance and ethical considerations.

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
• Identify where AI guidance falls short, 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 one or more of the following areas:
  • investment strategies
  • risk management
  • tax strategies
  • retirement solutions
• Professional fluency in English

Preferred Qualifications

• No AI experience needed; training on the tools will be provided.

Compensation & Benefits

• Rate: $90–$110 per hour
• Payment: Paid hourly as an independent contractor
• Work setup: Fully remote with a fully flexible schedule and no commute

Location

• United States

Application Process

• Submit your resume and complete a short application.
• If shortlisted, complete a short AI interview. Most people hear back within days.