Personal Financial Advisor

AI Trainer Jobs; United States; Remote; USD 41,000 - 110,000; Full time

Job summary

AuraOne is seeking a Remote Personal Financial Advisor to review AI outputs across finance and risk workflows. You will grade calculations, narrative reasoning, and policy adherence, and document corrections so the modeling team can learn.

You will re-perform calculations, flag issues, and capture the corrected workpaper with citations and structured severity scores, aligning with current standards and firm policy.

Qualifications

• Direct working experience with finance and risk on real engagements, transactions, or audits for Personal Financial Advisor work.
• CPA, CFA, or ACA credential required or equivalent applied experience.
• Clear written reasoning citing standards, regulations, or firm policy.
• Reliable async availability for at least 10 hours per week.

Responsibilities

• Review AI outputs against current finance and risk standards, regulations, and firm policy for Personal Financial Advisor assignments.
• Re-perform calculations and flag rounding, classification, or treatment errors.
• Tag compliance, reconciliation, and disclosure issues with structured severity scores.
• Capture the corrected workpaper or narrative so the modeling team can train on it.

Skills

Financial analysis

Audit-grade review

Regulatory standards

Risk assessment

Finance and risk

Active Listening

Economics and Accounting

English Language

Mathematics

Negotiation

Persuasion

Service Orientation

Education

CPA

CFA

ACA

Tools

AI-assisted auditing tools

Job description

Personal Financial Advisor is a remote review track for evaluating AI outputs across finance and risk workflows. Reviewers grade calculations, narrative reasoning, and policy adherence; flag compliance and reconciliation issues; and document the correct treatment so the modeling team can train on it.

Category: Finance, Accounting & Economic AI · Pay: $30–$80 / hr · Location: Remote — US-eligible · Contractor

Personal Financial Advisor is a remote review track for evaluating AI outputs across finance and risk workflows.

About the role

Personal Financial Advisor is a remote review track for evaluating AI outputs across finance and risk workflows. Reviewers grade calculations, narrative reasoning, and policy adherence; flag compliance and reconciliation issues; and document the correct treatment so the modeling team can train on it.
Finance and risk workflows leave no room for fuzzy reasoning. AuraOne uses experienced finance-and-risk professionals to grade AI outputs the way an audit reviewer would — with citations, severity tags, and the corrected calculation alongside the original.
Review financial reasoning and accounting treatment. Audit logic and risk work too.

Responsibilities

• Review AI outputs against current finance and risk standards, regulations, and firm policy for Personal Financial Advisor assignments.
• Re-perform calculations and flag rounding, classification, or treatment errors.
• Tag compliance, reconciliation, and disclosure issues with structured severity scores.
• Capture the corrected workpaper or narrative so the modeling team can train on it.

What you should bring

• Direct working experience with finance and risk on real engagements, transactions, or audits for Personal Financial Advisor work.
• A CPA, CFA, or ACA. A comparable credential or equivalent applied experience also works.
• Comfort applying multi-page rubrics consistently across long batches.
• Clear written reasoning that cites standards, regulations, or firm policy.
• Reliable async availability for at least 10 hours per week.

Example tasks

• Re-perform a finance and risk calculation produced by a model and flag any rounding or classification errors.
• Grade a model's narrative reasoning on a complex transaction and rate the citation quality.
• Adjudicate a disputed treatment between two reviewers using current standards.
• Audit a 25-row batch for rubric consistency and report drift to the program lead.

Useful experience

• Big Four, bulge-bracket, or in-house controller / risk experience.
• Familiarity with AI-assisted close, audit, or risk tooling and its failure modes.
• Bilingual experience for cross-jurisdiction reviews.

Compensation and schedule

$30–$80 / hr
Expected arrangement: contractor , with program-defined task volume and review pacing. Placement depends on current program demand and reviewer confirmation.

Skills used in matching

• Financial analysis
• Audit-grade review
• Regulatory standards
• Risk assessment
• Finance and risk
• Active Listening
• Economics and Accounting
• English Language
• Mathematics
• Negotiation
• Persuasion
• Service Orientation

Application boundary

Creating a specialist profile records your experience and preferences. Starting role intake is a separate action that attaches this role to your candidate record.

Specialist intake

The intake preserves your chosen role, the visible terms, and source attribution for reviewer context.
- 01 Confirm profile and eligibility details.
- 02 Attach this role deliberately.
- 03 Receive a human review decision or follow-up.
Placement timing depends on program demand and reviewer confirmation.