Remote Financial Advisor - AI Training Specialist

AfterQuery; Singapore; Remote; SGD 83,000 - 152,000; Part time

Job summary

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.

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.

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.

Skills

Analytical skills

Written and verbal communication

Attention to detail

Fiduciary standards knowledge

Education

Bachelor's degree in Finance/Economics/Business or related field

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.