Contractor Personal Financial Advisor - AI Feedback

Synthires; United States; In loco; USD 124.000 - 152.000; Tempo pieno

Descrizione del lavoro

Synthires is seeking experienced Personal Financial Advisors to support a financial wellness project focused on training next‑generation AI systems. Your real-world advisory expertise will help evaluate scenarios, assess recommendations, and provide expert feedback.

The engagement requires collaboration with another financial expert and scheduling around overlapping North American or Latin American time zones. No prior AI experience is required; your advisory background matters most.

Competenze

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

Mansioni

• Review and provide feedback on personal financial planning scenarios.
• Evaluate investment strategies, retirement plans, and recommendations tailored to individual client needs.
• Analyze financial situations involving savings, investments, debt, tax planning, and long-term goals.
• Assess client financial needs, risk tolerance, and investment preferences.
• Review financial planning materials for accuracy, regulatory compliance, and industry best practices.
• Explain financial concepts and recommendations clearly in written and verbal formats.
• Collaborate with another financial expert to compare approaches and contribute to AI training.

Conoscenze

Personal financial advising

Financial planning

Risk assessment

Regulatory knowledge

Communication skills

Descrizione del lavoro

Synthires is seeking experienced Personal Financial Advisors to support a financial wellness project focused on training next‑generation AI systems. Your real-world advisory expertise will help evaluate scenarios, assess recommendations, and provide expert feedback.

The engagement requires collaboration with another financial expert and scheduling around overlapping North American or Latin American time zones. No prior AI experience is required; your advisory background matters most.