Remote Financial Advisor AI Training Specialist

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 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.