Personal Financial Advisor for AI Training

OpenTrain AI, Inc.; United Arab Emirates; Hybrid; USD 124,000 - 152,000; Part time

Job summary

OpenTrain AI, Inc. is seeking a part-time remote contractor to improve AI-generated personal finance guidance for individual clients. You will craft scenario-based advice, refine budgeting and retirement content, and document reasoning with a strong emphasis on regulatory and ethical standards.

Ideal candidates have professional experience as personal financial advisors or planners, strong communication skills, and the ability to provide constructive feedback to enhance AI training materials.

Qualifications

• Professional experience as a personal financial advisor or equivalent serving individual clients.
• Strong knowledge of financial planning, investments, risk management, tax strategies, and retirement solutions.
• Excellent written and verbal communication with clear, practical explanations.
• Awareness of compliance frameworks and ethical standards in financial services.
• Ability to give constructive feedback and collaborate across disciplines.
• Experience creating client-facing resources or training materials is a plus.

Responsibilities

• Review and craft AI-generated personal finance guidance for accuracy and practicality.
• Develop scenario-based financial advice and recommendations for individual clients.
• Refine content on budgeting, retirement planning, debt management, and tax strategies.
• Provide structured feedback to improve AI training materials.
• Document reasoning and ensure ethical and regulatory alignment in outputs.

Skills

Written communication

Verbal communication

Analytical judgment

Attention to detail

Regulatory knowledge

Constructive feedback

Cross-disciplinary collaboration

Tools

Personal finance frameworks

Job description

The work

You will help improve AI-generated personal finance guidance. Your work will focus on making financial planning content accurate, clear, practical, relevant, and consistent with regulatory and ethical standards.

• Create detailed, scenario-based financial advice and recommendations based on personal finance best practices.
• Review and refine AI-generated content about budgeting, investments, retirement planning, debt management, risk, and tax strategies.
• Write responses to real-life financial questions and explain practical approaches to common client challenges.
• Give structured feedback on content quality and practical use to improve AI training materials.
• Document your reasoning clearly and apply relevant compliance and ethical considerations to every contribution.

What it pays and takes

This is remote, part-time contractor work for a personal financial advisor with experience serving individual clients. Prior AI experience is not required, but applied financial expertise and clear professional judgment are important.

• Pay: $90 to $110 per hour.
• Work type: Remote, part-time contract work.
• Language: Professional fluency in English is required.
• Location: Open to candidates in the United Arab Emirates, Argentina, Austria, Bangladesh, Belgium, Bahrain, Brazil, Canada, Switzerland, Chile, Colombia, Germany, Denmark, Algeria, Egypt, Spain, France, the United Kingdom, Ghana, Greece, Indonesia, India, Italy, Jordan, Japan, Kenya, Kyrgyzstan, Kuwait, Kazakhstan, Lebanon, Sri Lanka, Morocco, Mexico, Malaysia, Nigeria, the Netherlands, Oman, Peru, the Philippines, Pakistan, Palestine, Portugal, Qatar, Saudi Arabia, Singapore, Thailand, Tunisia, Taiwan, the United States, Uzbekistan, Vietnam, and South Africa.
• Experience: Professional experience as a personal financial advisor, financial planner, wealth manager, or investment advisor serving individual clients is required.
• Knowledge: Strong knowledge of financial planning, investment strategies, risk management, tax strategies, and retirement solutions.
• Skills: Strong written and verbal communication, analytical judgment, attention to detail, knowledge of personal finance compliance frameworks, constructive feedback, and cross-disciplinary collaboration.
• Helpful background: Experience creating client-facing resources, educational materials, or training modules.

About AI training work

AI training is the human work behind systems that generate answers and recommendations. Experienced professionals help review examples, explain sound decisions, and show AI models how to produce useful and responsible results.