Personal Financial Advisor – Remote

RemoteJobsOne; Atlanta (GA); Remote; USD 124,000 - 152,000; Part time

Job summary

RemoteJobsOne is seeking experienced Personal Financial Advisors to contribute expertise for AI training on financial Wellness projects. This fully remote contractor role accepts candidates from 55 countries, including the United States.

The engagement focuses on reviewing scenarios, designing investment strategies, and ensuring regulatory alignment, while delivering clear explanations for model learning. The ideal candidate has extensive experience advising individuals, strong planning

Qualifications

• Extensive experience as a personal financial advisor serving individual clients.
• Strong proficiency in personal financial planning, including retirement, education, tax, and estate strategies.
• Deep understanding of investment vehicles, asset allocation, risk tolerance, and portfolio construction.
• Demonstrated knowledge of regulatory compliance frameworks relevant to personal finance and advisory services.
• Exceptional analytical skills, with the ability to synthesize complex financial data and present clear, actionable recommendations.
• Outstanding written and verbal communication skills for articulating financial concepts to a broad audience.

Responsibilities

• Review, assess, and provide feedback on financial planning scenarios and client cases.
• Develop and critique personal investment strategies and portfolio recommendations in simulated environments.
• Evaluate materials for regulatory compliance and industry best practices.
• Deliver clear and detailed explanations of financial concepts and planning decisions, both in writing and verbally, to support model learning.
• Analyze hypothetical financial situations, identifying potential risks, opportunities, and solutions based on individual client needs.
• Collaborate with another expert to compare approaches, discuss different perspectives, and generate diverse, high-quality data for AI training.
• Submit timely, actionable insights and documentation to advance the project’s objectives.

Skills

Financial advisor

Wealth management

Portfolio planning

Regulatory knowledge

Analytical skills

Job description

This is a fully remote position, open to candidates based in 55 countries, including United States, United Kingdom, Canada, Germany, India, France, Netherlands, Singapore.

Pay: $90-$110/hr

Role Type: Contractor

Location: Remote

We are 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, assess, and provide feedback on financial planning scenarios and client cases.
• Develop and critique personal investment strategies and portfolio recommendations in simulated environments.
• Evaluate materials for regulatory compliance and industry best practices.
• Deliver clear and detailed explanations of financial concepts and planning decisions, both in writing and verbally, to support model learning.
• Analyze hypothetical financial situations, identifying potential risks, opportunities, and solutions based on individual client needs.
• Collaborate with another expert to compare approaches, discuss different perspectives, and generate diverse, high-quality data for AI training.
• Submit timely, actionable insights and documentation to advance the project’s objectives.

Preferred Qualifications

• Extensive experience as a personal financial advisor, wealth manager, financial planner, or investment advisor serving individual clients.
• Strong proficiency in personal financial planning, including retirement, education, tax, and estate strategies.
• Deep understanding of investment vehicles, asset allocation, risk tolerance assessment, and portfolio construction.
• Demonstrated knowledge of regulatory compliance frameworks relevant to personal finance and advisory services.
• Exceptional analytical skills, with the ability to synthesize complex financial data and present clear, actionable recommendations.
• Outstanding written and verbal communication skills for articulating financial concepts to a broad audience.
• A collaborative mindset, open to working in expert pairs and engaging in constructive discussion.