Financial Advisor Expert

AfterQuery; København; Remote; DKK 413,000 - 744,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Job summary

AfterQuery is seeking Financial Advisor Experts to design and refine personal financial planning challenges for AI training. This remote, flexible role focuses on creating scenarios that test wealth management principles, investment strategies, and client relationships with precision.

You will evaluate model responses, provide detailed fiduciary-grade feedback, and collaborate with a multidisciplinary team to calibrate difficulty and educational value for fintech-driven learning.

Qualifications

• Active securities licenses (Series 7, Series 65/66 or equivalent) and proven experience as a financial advisor or wealth management professional.
• Exceptional analytical, written, and verbal communication skills with attention to detail.
• Bachelor's degree in Finance, Economics, Business, or related field.

Responsibilities

• Develop high-quality financial planning questions and case studies for AI model training on retirement, investments, tax strategies, estate planning, risk management, client communication, compliance.
• Evaluate and validate model responses, providing detailed feedback to ensure fiduciary standards are met.
• Collaborate with a team of financial and technical experts to fine-tune question difficulty and ensure content is challenging and educational.

Skills

Series 7

Series 65/66

Wealth management

Financial planning

Education

Bachelor's degree in Finance

CFP

CFA

Job description

AfterQuery is seeking Financial Advisor Experts to create and refine personal financial planning challenges for training AI models. In this remote, flexible role, you will design and evaluate financial advisory scenarios that test the AI's ability to interpret and apply complex wealth management principles, ensuring that our models can navigate real-world client relationships, investment strategies, and financial planning with precision and practical insight. Your expertise will help bridge the gap between proven financial advisory practice and innovative AI solutions, making a tangible impact on the future of financial technology.

Responsibilities

• Develop high-quality financial planning questions and case studies that challenge AI models on topics such as retirement planning, investment allocation, tax strategies, estate planning, risk management, client communication, regulatory compliance, and more.
• Evaluate and validate model responses, offering detailed feedback to ensure accuracy and adherence to fiduciary standards and financial planning best practices.
• Collaborate with a team of financial and technical experts to fine-tune question difficulty and ensure content is both challenging and educational.

Required Qualifications

• Active securities licenses (Series 7, Series 65/66, or equivalent) and proven experience as a financial advisor or wealth management professional with a robust understanding of investment products and financial planning.
• Exceptional analytical, written, and verbal communication skills, with a keen eye for detail.
• Bachelor's degree in Finance, Economics, Business, or related field.

Preferred Qualifications

• Multiple years of financial advisory experience, ideally serving diverse client segments and financial situations.
• Prior involvement in financial publications, thought leadership, or fintech initiatives.
• CFP (Certified Financial Planner), CFA, or other relevant professional designations is a plus.
• Familiarity with AI or technology-driven financial advisory applications is a plus.

Why apply

• Competitive Compensation: Benefit from attractive hourly rates that reward your specialized financial advisory expertise.
• Competitive Compensation: Benefit from attractive hourly rates that reward your specialized financial advisory expertise.
• Flexible Engagement: Enjoy the freedom of a remote, asynchronous role that allows you to integrate your financial advisory expertise into pioneering projects on your own schedule.