Personal Financial Advisor, Remote

Xperteez Technology; United States; Teletrabalho; USD 65 000 - 105 000; Tempo integral

Resumo da oferta

Xperteez Technology is seeking a Personal Financial Advisor on a contract basis to apply your expertise in guiding individuals through financial planning, investments, and retirement strategies. You will collaborate one-on-one with clients, assess risk tolerance and objectives, ensure regulatory compliance, and provide clear written and verbal explanations to support AI training with real-world insights.

This engagement leverages your experience directing tailored plans and communicating complex

Qualificações

• Direct work with individual clients or families.
• Experience in one-on-one advisory roles.
• Strong knowledge of retirement, taxes, estate planning, wealth management.
• Ability to assess client goals, risk tolerance, and investment needs.

Responsabilidades

• Review and provide feedback on personal financial planning scenarios.
• Evaluate investment strategies, retirement plans, and tailored recommendations.
• Analyze savings, investments, debt management, tax planning and long-term goals.
• Share insights from one-on-one client experience with risk tolerance and objectives.
• Review planning materials for accuracy and regulatory compliance.
• Explain concepts clearly in written and verbal formats.
• Collaborate with another financial expert to discuss approaches for AI training.

Conhecimentos

Personal financial planning

Investment strategies

Regulatory compliance

Written and verbal communication

Analytical skills

Descrição da oferta de emprego

Role Title: Personal Financial Advisor

Role Type: Contract

Location: Northern America, Latin America

Required Skills

• Personal financial planning
• Investment strategies
• Regulatory compliance
• Written and verbal communication
• Analytical skills

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.