Contract Personal Financial Advisor - AI Training

Synthires; United States; À distance; USD 124 000 - 152 000; Plein temps

Résumé du poste

Synthires is seeking experienced Personal Financial Advisors to contribute to a financial wellness AI training project. This contractor role focuses on evaluating personal financial planning scenarios, reviewing investment strategies, and providing expert feedback, collaborating with another financial expert across overlapping North American or Latin American time zones.

No prior AI experience is required; your established advisory knowledge matters.

Qualifications

• Professional experience in personal financial advising or wealth management.
• Strong knowledge of investments, retirement, tax, estate planning, and wealth management.
• Experience creating personalized financial plans and recommendations.
• Ability to assess financial situations, risk tolerance, and long-term client needs.
• Understanding of financial products, portfolio management, and regulatory requirements.
• Strong analytical, written, and verbal communication skills.
• Comfortable collaborating with another financial expert across overlapping North American or Latin American time zones.

Responsabilités

• Review and provide feedback on personal financial planning scenarios.
• Evaluate investment strategies and retirement plans.
• Analyze client financial situations including savings, investments, debt, and taxes.
• Assess risk tolerance and investment objectives for clients.
• Review materials for accuracy and regulatory compliance.
• Explain financial concepts clearly in written and verbal formats.
• Collaborate with another financial expert to support AI training.

Connaissances

Personal financial advising

Wealth management

Investment advising

Financial planning

Risk assessment

Regulatory knowledge

Written communication

Verbal communication

Description du poste

Synthires is seeking experienced Personal Financial Advisors to contribute to a financial wellness AI training project. This contractor role focuses on evaluating personal financial planning scenarios, reviewing investment strategies, and providing expert feedback, collaborating with another financial expert across overlapping North American or Latin American time zones.

No prior AI experience is required; your established advisory knowledge matters.