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

Overview

• Compensation: $90–$110 per hour (independent contractor)
• Schedule: Part-time, fully flexible
• Work setup: 100% remote
• Location: United States

This role involves reviewing and explaining personal financial planning scenarios for AI training. You will evaluate recommendations against client goals, risk tolerance, and preferences, and confirm that planning materials are accurate, compliant, and consistent with accepted industry practices.

Responsibilities

• Review scenarios involving personal financial advice and determine whether each recommendation fits the client’s goals, risk tolerance, and preferences
• Evaluate investment strategies and retirement plans in relation to individual circumstances
• Analyze debt management and long-term financial decisions
• Verify that financial planning documents are accurate, meet regulatory requirements, and follow industry best practices
• Explain financial concepts and recommendations in clear written and spoken language

Requirements

• Experience providing one-on-one financial advice to individual clients or families
• Knowledge of personal financial planning, including:
  • Retirement, investments, tax planning, and estate planning
  • Wealth management and financial products
  • Portfolio management, asset allocation, and relevant regulatory requirements
• Professional fluency in English with clear written and spoken communication

Preferred Qualifications

• No AI experience needed

Compensation & Benefits

• $90–$110 per hour
• Paid hourly as an independent contractor

Location

• United States (fully remote)

Additional Details

• Fully remote with no fixed shifts and no commute
• Part-time, flexible schedule