Financial Advisor Expert, Personal Financial Planning

OpenTrain AI, Inc.; United States; A distancia; USD 111.000 - 159.000; A tiempo parcial

Descripción de la vacante

OpenTrain AI, Inc. is seeking contributors to create realistic personal financial planning cases, evaluate AI responses, and provide expert feedback on wealth management, fiduciary standards, and regulatory awareness.

This is a remote, flexible, part-time engagement that pays $98 per hour and requires 20+ hours weekly. You'll design scenarios across investments, retirement, tax, estate, and risk, and assess model answers for accuracy and regulatory alignment.

Formación

• Bachelor's degree required in finance or related field.
• Strong analytical and communication skills.
• Knowledge of wealth management and fiduciary standards.

Responsabilidades

• Create financial planning questions and case studies.
• Design scenarios covering retirement, investments, taxes, estate, and risk.
• Evaluate AI responses for accuracy, regulatory awareness, and fiduciary alignment.
• Provide detailed feedback to improve training materials.
• Collaborate with experts to develop realistic content.

Conocimientos

Financial analysis

Communication

Attention to detail

Educación

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

Herramientas

Financial planning software

Descripción del empleo

Create realistic personal financial planning cases, evaluate AI responses, and give expert feedback on wealth management, fiduciary standards, and regulatory awareness. This remote engagement pays $98 per hour and requires 20+ hours weekly.

Remote Hourly · $98/hr

$98/hr

Compensation

Contract, part-time

Engagement

Remote

Location

Posted

Open in 95 countries

United States

• Albania
• Algeria
• Antigua and Barbuda
• Armenia
• Australia
• Austria
• Bahamas
• Bahrain
• Belgium
• Benin
• Bhutan
• Bosnia and Herzegovina
• Botswana
• Brunei
• Bulgaria
• Canada
• Costa Rica
• Côte d’Ivoire
• Croatia
• Cyprus
• Czechia
• Denmark
• Ecuador
• El Salvador
• Estonia
• Ethiopia
• Finland
• France
• Gambia
• Germany
• Greece
• Guatemala
• Guyana
• Hong Kong
• Hungary
• Iceland
• India
• Indonesia
• Ireland
• Israel
• Italy
• Jamaica
• Jordan
• Kenya
• Kuwait
• Latvia
• Liechtenstein
• Lithuania
• Luxembourg
• Madagascar
• Malaysia
• Malta
• Mauritius
• Mexico
• Moldova
• Mongolia
• Morocco
• Mozambique
• Namibia
• Netherlands
• New Zealand
• North Macedonia
• Norway
• Oman
• Pakistan
• Panama
• Peru
• Philippines
• Poland
• Portugal
• Qatar
• Romania
• Rwanda
• Saint Lucia
• Senegal
• Serbia
• Singapore
• Slovakia
• Slovenia
• South Africa
• Spain
• Sri Lanka
• Sweden
• Switzerland
• Taiwan
• Tanzania
• Thailand
• Trinidad and Tobago
• Tunisia
• Türkiye
• United Arab Emirates
• United Kingdom
• United States
• Uzbekistan
• Vietnam

The work

You will help train AI systems for financial advisory work. You will write realistic planning cases, assess model answers, and explain how responses can better reflect sound wealth management practice.

Your work will cover personal financial planning and client situations across investment, retirement, tax, estate, risk, communication, and compliance topics.

• Create financial planning questions and case studies.
• Design scenarios involving retirement planning, investment allocation, tax strategies, estate planning, and risk management.
• Evaluate AI responses for accuracy, practical insight, regulatory awareness, and alignment with fiduciary standards.
• Provide detailed feedback to improve the quality and difficulty of financial planning content.
• Work with financial and technical experts on realistic, educational training materials.

What it pays and takes

This is a remote, flexible, asynchronous expert engagement.

• Pay: $98 per hour.
• Time: 20+ hours per week.
• Location: Open to candidates in the countries specified for this role, including the United States, Canada, the United Kingdom, Australia, Singapore, and others.
• License: An active securities license such as Series 7, Series 65, Series 66, or an equivalent credential.
• Experience: Professional experience as a financial advisor or wealth management professional.
• Knowledge: Strong understanding of investment products and personal financial planning.
• Education: Bachelor's degree in Finance, Economics, Business, or a related field.
• Skills: Excellent analytical, written, and verbal communication skills, plus careful attention to detail.
• Helpful background: Experience with diverse client segments, financial publications or thought leadership, fintech initiatives, CFP or CFA credentials, or technology-driven financial advisory applications.

About AI training work

AI training work uses examples written and reviewed by people to improve how artificial intelligence handles real tasks. Financial experts help by bringing professional judgment, accurate terminology, and practical standards to model evaluation and feedback.