Financial Advising Expert

Weekday AI (YC W21); United Kingdom; Remote; GBP 60,000 - 80,000; Part time

Job summary

A leading financial advisory firm is seeking experienced Financial Advisors to collaborate on AI projects. You will apply your financial expertise to evaluate AI-generated plans, ensuring accuracy and compliance. The role requires 2+ years of experience, a relevant bachelor's degree, and excellent communication skills. This part-time position offers flexible remote working hours with competitive compensation.

Benefits

Performance-based bonuses

Flexible working hours

Qualifications

• 2+ years of experience as a Financial Advisor or related advisory role.
• Strong knowledge of financial planning and investment principles.
• Excellent communication skills for explaining strategies.

Responsibilities

• Evaluate AI-generated financial plans for accuracy and compliance.
• Calibrate investment models based on client needs.
• Refine AI-generated reports for client use cases.

Skills

Financial planning principles

Client-facing communication

Compliance knowledge

Education

Bachelor's degree in Finance, Business, Economics

Advanced certifications (CFP, CFA, CPA, ChFC)

Job description

This role is for one of the Weekday's clients. We are seeking experienced Financial Advisors to collaborate on a cutting-edge project with a leading AI research lab. In this role, you will apply your expertise in financial advising to help design, test, and refine advanced AI systems that replicate real-world wealth management, retirement planning, and investment advisory workflows. Your insights will be critical in ensuring AI-powered solutions are accurate, compliant, and effective in delivering high-quality financial advice.

You will directly influence how AI handles core advisory functions such as retirement planning, investment portfolio construction, cash flow planning, and personalized financial strategies.

Responsibilities

• Evaluate AI-generated financial plans and outputs for accuracy, compliance, and client suitability
• Calibrate investment and retirement planning models for soundness and alignment with client needs
• Simulate and review workflows such as asset allocation, risk profiling, and retirement income planning
• Refine AI-generated reports, recommendations, and financial documents for real-world client use cases
• Collaborate asynchronously with AI and product teams to enhance reliability and trust in AI-driven advisory systems

Qualifications

• 2+ years of experience as a Financial Advisor, Wealth Manager, or related advisory role
• Bachelor's degree in Finance, Business, Economics, or related field; advanced certifications (CFP, CFA, CPA, ChFC) are a strong plus
• Strong knowledge of financial planning principles, including retirement, estate, and investment planning
• Excellent client-facing communication skills with the ability to explain complex strategies clearly
• Familiarity with compliance, regulatory standards, and fiduciary responsibilities in financial advising

Project Details

• Start Date: Immediate
• Duration: 1-2 months
• Commitment: 20 hours/week, part-time
• Schedule: Fully remote and asynchronous - flexible working hours

Compensation

• Competitive rate: $70-$95 USD/hour (based on experience)
• Performance-based bonuses available
• Independent contractor role

We are an equal opportunities employer and welcome applications from all qualified candidates.