Financial Advisor

hackajob; France; À distance; EUR 40 000 - 60 000; Temps partiel

Résumé du poste

A leading financial technology firm in Auvergne-Rhône-Alpes is looking for experienced Financial Advisors to evaluate AI-generated financial advice. This part-time role (20 hours/week) involves collaborating with a team to refine AI solutions. Candidates should have a strong background in financial planning and excellent communication skills. This unique opportunity allows for flexible hours and immediate start.

Qualifications

• 2+ years of experience as a Financial Advisor, Wealth Manager, or in advisory roles.
• Strong understanding of financial planning principles.
• Excellent client-facing communication skills.

Responsabilités

• Evaluate AI-generated financial plans for accuracy and compliance.
• Calibrate investment models for suitability.
• Collaborate with AI and product teams to enhance systems.

Connaissances

Financial planning principles

Client-facing communication

Compliance and regulatory standards

Formation

Bachelor’s degree in Finance, Business, or Economics

Advanced certifications (CFP, CFA, CPA, ChFC)

Description du poste

We’ve partnered with leading AI research labs to advance cutting‑edge AI systems in the wealth management and financial advising space. We are looking for experienced Financial Advisors to play a pivotal role in shaping AI‑driven advisory systems for real‑world financial planning, retirement, and investment strategies.

In this role, you’ll evaluate and refine AI‑generated financial advice to ensure it meets high standards of accuracy, compliance, and client relevance, while collaborating with a team of experts to enhance AI‑powered solutions.

Key Responsibilities

• Evaluate AI‑generated financial plans and advisory outputs for accuracy, compliance, and relevance to clients
• Calibrate investment and retirement planning models to ensure financial soundness and suitability for clients
• Simulate and audit workflows such as asset allocation, risk profiling, and retirement income planning
• Review and refine AI‑produced reports, recommendations, and financial documents, ensuring alignment with real‑world client needs
• Collaborate asynchronously with AI and product teams to improve the reliability and trustworthiness of AI‑driven systems

Ideal Qualifications

• 2+ years of experience as a Financial Advisor, Wealth Manager, or in similar advisory roles
• Bachelor’s degree in Finance, Business, Economics, or related field; advanced certifications (CFP, CFA, CPA, ChFC) are a plus
• Strong understanding of financial planning principles, including retirement, estate, and investment planning
• Excellent client‑facing communication skills with the ability to interpret and explain complex financial strategies
• Familiarity with compliance, regulatory standards, and fiduciary responsibilities in financial advising
• Start Date: Immediate
• Duration: 1–2 months
• Commitment: ~20 hours/week, part‑time
• Schedule: Fully remote, asynchronous, flexible hours

This is a unique opportunity to directly influence how AI transforms financial advising for the better. If you’re ready to make an impact in a cutting‑edge field, apply now!