Personal Financial Advisor - Remote

YO AI Labs; New York (NY); Remote; USD 83,000 - 165,000; Part time

Job summary

YO AI Labs seeks an experienced Personal Financial Advisor to contribute to an AI training project focused on personal finance and financial wellness. You will review scenarios, evaluate investment strategies, and provide practical insights to improve AI-generated guidance.

No prior AI experience is required. You will work remotely in expert pairs to ensure regulatory compliance and clear documentation for ongoing AI model development.

Qualifications

• Extensive experience as a Personal Financial Advisor or equivalent serving individual clients.
• Strong knowledge of retirement, education, tax, and estate planning.
• Expertise in investment products, asset allocation, risk assessment, and portfolio construction.
• Understanding regulatory compliance requirements for financial advisory services.
• Excellent written and verbal communication skills.

Responsibilities

• Review financial planning scenarios and provide expert feedback.
• Evaluate investment strategies and asset allocation in simulations.
• Assess materials for regulatory compliance and best practices.
• Explain financial concepts clearly in writing and verbally.
• Analyze client scenarios to identify risks and opportunities.
• Collaborate with another expert to develop high-quality AI training data.
• Submit timely feedback and documentation.

Skills

Personal financial advisor experience

Retirement planning

Analytical skills

Regulatory knowledge

Written and verbal communication

Collaborative mindset

Job description

Role Title: Personal Financial Advisor

Role Type: Contractor
Location: Remote

We are seeking experienced Personal Financial Advisors to contribute their expertise to an AI training project focused on personal finance and financial wellness. You'll evaluate financial planning scenarios, assess investment strategies, and provide practical insights to improve AI-generated financial guidance. No prior AI experience is required.

Key Responsibilities

• Review financial planning scenarios and provide expert feedback.
• Evaluate investment strategies, portfolio recommendations, and asset allocation in simulated environments.
• Assess financial materials for regulatory compliance and industry best practices.
• Explain financial concepts and planning decisions clearly in writing and verbally.
• Analyze hypothetical client situations to identify financial risks, opportunities, and suitable solutions.
• Collaborate with another expert to compare approaches and develop high-quality AI training data.
• Submit timely feedback and documentation.

Required Qualifications

• Extensive experience as a Personal Financial Advisor, Wealth Manager, Financial Planner, or Investment Advisor serving individual clients.
• Strong knowledge of retirement, education, tax, and estate planning.
• Expertise in investment products, asset allocation, risk assessment, and portfolio construction.
• Understanding of regulatory compliance requirements for financial advisory services.
• Strong analytical skills and the ability to provide clear, actionable recommendations.
• Excellent written and verbal communication skills.
• Collaborative approach and willingness to work in expert pairs.