Remote Personal Finance Advisor — Investment & Retirement

OpenTrain AI; United States; Remote; USD 124,000 - 152,000; Part time

Job summary

OpenTrain AI is seeking an experienced financial advisor to review scenarios involving personal financial planning for individuals and families. You will assess goals, risk tolerance, and preferences, and explain recommendations in clear language. This remote, independent-contractor role offers flexible scheduling.

You'll evaluate investment strategies, retirement plans, debt decisions and ensure planning documents meet regulatory standards. English proficiency required; AI experience not needed.

Qualifications

• Experience providing one-on-one financial advice to individuals or families.
• Knowledge of retirement planning, investments, tax planning and estate planning.
• Understanding of wealth management, asset allocation and regulatory requirements.

Responsibilities

• Evaluate investment strategies and retirement plans in relation to each client's goals, risk tolerance, and preferences.
• Analyze debt management and long-term financial decisions.
• Verify that financial planning documents are accurate, meet regulatory requirements, and follow industry best practices.
• Explain financial concepts and recommendations in plain written and spoken language.

Skills

Client advisory

Personal financial planning

Regulatory review

Job description

OpenTrain AI is seeking an experienced financial advisor to review scenarios involving personal financial planning for individuals and families. You will assess goals, risk tolerance, and preferences, and explain recommendations in clear language. This remote, independent-contractor role offers flexible scheduling.

You'll evaluate investment strategies, retirement plans, debt decisions and ensure planning documents meet regulatory standards. English proficiency required; AI experience not needed.