Personal Financial Advisor

Confidential; United States; Remote; USD 90,000 - 130,000; Part time

Job summary

Zekai is seeking a Personal Financial Advisor contractor to contribute expert knowledge to a customer project focused on individual financial wellness. You will review scenarios, provide feedback, and help train AI systems with real-world input, drawing on your experience advising clients.

This role emphasizes one-on-one client experience, retirement and investment planning knowledge, tax and estate planning awareness, and clear written and verbal communication.

Qualifications

• Direct experience advising individual clients or families.
• Experience as Personal Financial Advisor or similar client-facing role.
• Strong knowledge of retirement, investments, tax planning and estate planning.
• Ability to tailor financial plans to client goals.
• Ability to explain financial concepts clearly to clients.

Responsibilities

• Review and provide feedback on personal financial planning scenarios.
• Evaluate investment strategies and retirement plans for clients.
• Analyze savings, investments, debt management, tax planning and long-term goals.
• Share client-experience insights to support AI training.
• Explain financial concepts clearly in written and verbal formats.
• Collaborate with another financial expert to discuss approaches.

Skills

One-on-one advisory

Retirement planning

Investment strategies

Tax planning

Estate planning

Regulatory knowledge

Communication

Team collaboration

Time-zone coordination

Job description

Role Title: Personal Financial Advisor

Role Type: Contractor

Location: Northern America, Latin America.

our partner is engaging Personal Financial Advisors to contribute expert knowledge and insights to a customer's project centered around financial wellness for individuals. In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. This engagement matches experienced professionals in pairs, leveraging your availability to facilitate impactful collaboration.

Scope of Work

• Review and provide feedback on personal financial planning scenarios based on your experience advising individual clients.
• Evaluate investment strategies, retirement plans, and financial recommendations tailored to individual client needs.
• Analyze financial situations involving savings, investments, debt management, tax planning, and long-term financial goals.
• Share insights from your experience working one-on-one with clients, including assessing financial needs, risk tolerance, and investment preferences.
• Review financial planning materials for accuracy, regulatory compliance, and industry best practices.
• Explain financial concepts, planning strategies, and recommendations clearly in written and verbal formats.
• Collaborate with another financial expert to discuss different approaches, compare recommendations, and contribute to AI training.

Preferred Qualifications

• Professional experience working directly with individual clients or families in a one-on-one financial advisory role.
• Experience as a Personal Financial Advisor, Financial Planner, Wealth Manager, Investment Advisor, or similar client-facing professional.
• Strong knowledge of personal financial planning, including retirement, investments, tax planning, estate planning, and wealth management.
• Hands-on experience creating personalized financial plans and investment recommendations based on individual client goals.
• Experience assessing clients' financial situations, risk tolerance, investment objectives, and long-term financial needs.
• Good understanding of financial products, portfolio management, asset allocation, and relevant regulatory requirements.
• Strong communication skills and the ability to explain financial concepts clearly.
• Comfortable collaborating with another financial expert and available to work during overlapping North American or Latin American time zones.

This is a 100% remote contract role, open to applicants worldwide in the countries the employer accepts.