Personal Financial Advisor

Turing Enterprises, Inc.; New York (NY); Remote; USD 55,000 - 110,000; Part time

Benefits offered by this job

Remote work

Contractor assignment

Potential extension to full-time

Job summary

Turing is seeking experienced financial advisors and planners with a strong background in personal finance, investment management, retirement planning, and tax optimization to contribute to AI-focused evaluation projects. No prior AI experience is required.

You will design real-world advisory scenarios, craft clear financial solutions, and collaborate with AI researchers to improve model understanding of risk profiling, asset allocation, and investment strategy.

Qualifications

• 4+ years as a Personal Financial Advisor or related role.
• Bachelor’s or Master’s degree in Finance, Economics, Accounting, Business or related field.
• CFP/CFA/CPA are preferred but not mandatory.
• Strong English communication and analytical skills.
• Ability to explain complex financial concepts in clear client-focused language.

Responsibilities

• Design and solve real-world financial advisory scenarios for AI evaluation.
• Write clear, structured, high-quality financial solutions reflecting advisory decisions.
• Collaborate with AI researchers to improve model understanding of risk profiling, asset allocation, and investment strategy.
• Help define evaluation benchmarks based on financial planning principles and standards.

Skills

Finance advisory

Communication

Analytical skills

Explain concepts clearly

Education

Bachelor’s or Master’s in Finance/Economics/Accounting/Business

Tools

CFP/CFA/CPA (preferred)

Job description

Turing is looking for experienced financial advisors and planners with a strong background in personal finance, investment management, retirement planning, and tax optimization.

Role Overview:

• In this role, you will work on projects that help fine-tune and evaluate large language models (LLMs) using your financial advisory knowledge and communication skills.
• No prior AI experience is required.
• These projects will help you learn how to leverage AI to improve client experience, strengthen advisory workflows, and enhance the quality of financial planning insights.

What Does Day-to-Day Look Like:

• Design and solve real-world financial advisory scenarios and case studies to assess AI reasoning.
• Write clear, structured, and high-quality financial solutions that reflect real-world advisory decisions.
• Collaborate with AI researchers to improve model understanding of concepts such as risk profiling, asset allocation, and investment strategy.
• Help define and refine evaluation benchmarks based on financial planning principles, regulatory standards, and industry best practices.

Requirements:

• 4+ years of experience as a Personal Financial Advisor, Wealth Manager, Financial Consultant, or similar role.
• Bachelor’s or Master’s degree in Finance, Economics, Accounting, Business Administration, or a related field.
• Professional certifications such as CFP®, CFA®, or CPA® are preferred but not mandatory.
• Strong English communication and analytical skills.
• Ability to explain complex financial concepts in simple, client-focused language using data and visuals where needed.

Perks of Freelancing with Turing & Offer Details:

• Strong compensation (exact amount varies by project).
• Work in a fully remote environment.
• Engagement type: Contractor assignment/freelancer, potentially full-time.
• Duration of projects: approximately 1 month (with possibility for extension).

What Turing is NOT seeking from your expertise:

• Confidential or proprietary information from any employer, university, etc.
• Trade secrets or internal company or university data.
• Specific client information or case details.
• Any information that would violate NDAs, employment agreements or other confidentiality obligations.

About Turing:

Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems. Turing supports customers in two ways: first, by accelerating frontier research with high-quality data, advanced training pipelines, plus top AI researchers who specialize in coding, reasoning, STEM, multilinguality, multimodality, and agents; and second, by applying that expertise to help enterprises transform AI from proof of concept into proprietary intelligence with systems that perform reliably, deliver measurable impact, and drive lasting results on the P&L.