Personal Financial Advisor (Remote | $90–$110/hr)

Synthires; United States; Remoto; USD 124.000 - 152.000; Tempo pieno

Descrizione del lavoro

Synthires is seeking experienced Personal Financial Advisors to contribute to a financial wellness AI training project. This contractor role focuses on evaluating personal financial planning scenarios, reviewing investment strategies, and providing expert feedback, collaborating with another financial expert across overlapping North American or Latin American time zones.

No prior AI experience is required; your established advisory knowledge matters.

Competenze

• Professional experience in personal financial advising or wealth management.
• Strong knowledge of investments, retirement, tax, estate planning, and wealth management.
• Experience creating personalized financial plans and recommendations.
• Ability to assess financial situations, risk tolerance, and long-term client needs.
• Understanding of financial products, portfolio management, and regulatory requirements.
• Strong analytical, written, and verbal communication skills.
• Comfortable collaborating with another financial expert across overlapping North American or Latin American time zones.

Mansioni

• Review and provide feedback on personal financial planning scenarios.
• Evaluate investment strategies and retirement plans.
• Analyze client financial situations including savings, investments, debt, and taxes.
• Assess risk tolerance and investment objectives for clients.
• Review materials for accuracy and regulatory compliance.
• Explain financial concepts clearly in written and verbal formats.
• Collaborate with another financial expert to support AI training.

Conoscenze

Personal financial advising

Wealth management

Investment advising

Financial planning

Risk assessment

Regulatory knowledge

Written communication

Verbal communication

Descrizione del lavoro

Type: Contractor

Compensation: $90–$110 per hour

Location: North America and Latin America

About the Opportunity

micro1 is engaging experienced Personal Financial Advisors to contribute industry expertise to a financial wellness project focused on training next-generation AI systems. You will apply your real-world advisory knowledge to evaluate financial planning scenarios, assess recommendations, and provide expert feedback.

No prior AI experience is required. Your financial advisory expertise is what matters. The engagement involves collaborating with another financial expert, with work scheduled around overlapping North American or Latin American time zones.

Key Responsibilities

• Review and provide feedback on personal financial planning scenarios.
• Evaluate investment strategies, retirement plans, and recommendations tailored to individual client needs.
• Analyze financial situations involving savings, investments, debt, tax planning, and long-term goals.
• Assess client financial needs, risk tolerance, and investment preferences.
• Review financial planning materials for accuracy, regulatory compliance, and industry best practices.
• Explain financial concepts and recommendations clearly in written and verbal formats.
• Collaborate with another financial expert to compare approaches and contribute to AI training.

Required Qualifications

• Professional experience in personal financial advising, financial planning, wealth management, investment advising, or a similar client-facing role.
• Strong knowledge of personal financial planning, including investments, retirement, tax planning, estate planning, and wealth management.
• Experience creating personalized financial plans and investment recommendations.
• Ability to assess financial situations, risk tolerance, investment objectives, and long-term client needs.
• Understanding of financial products, portfolio management, asset allocation, and regulatory requirements.
• Strong analytical, written, and verbal communication skills.
• Comfortable collaborating with another financial expert and working during overlapping North American or Latin American time zones.

Preferred Qualifications

• Direct experience advising individual clients or families in a one-on-one financial advisory role.

Compensation

• $90–$110 per hour.

Application Process

The application process was not specified in the provided listing.