Personal Financial Advisor, Remote

Overview

Contract role focused on reviewing and advising on personal financial planning scenarios and collaborating with another financial expert as part of AI training support.

Location

Northern America, Latin America

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
  • 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 written and verbal formats.
• Collaborate with another financial expert to discuss different 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 the ability to explain financial concepts clearly.
• Comfortable collaborating with another financial expert and available to work during overlapping North American or Latin American time zones.

Compensation & Benefits

• Contract engagement (compensation and benefits not specified).