Remote Personal Financial Advisor

Turing Enterprises, Inc.; San Francisco (CA); Teletrabalho; USD 83 000 - 138 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Remote work

Contractor engagement

Potential extension

Resumo da oferta

Turing Enterprises, Inc. is seeking experienced financial advisors and planners to contribute to AI model evaluation focused on personal finance, investment management, retirement planning and tax optimization.

This remote contractor role leverages your advisory expertise to improve client experience and advisory workflows. You will design and solve finance scenarios, craft clear solutions, and collaborate with AI researchers to enhance risk profiling, asset allocation, and investment

Qualificações

• 4+ years of experience as a Personal Financial Advisor or similar role.
• Bachelor’s or Master’s degree in Finance, Economics, Accounting, Business Administration or related field.
• CFP®, CFA®, or CPA® are preferred but not mandatory.
• Strong English communication and analytical skills.
• Ability to explain complex financial concepts in client-friendly language with data/visuals.

Responsabilidades

• Design and solve real-world financial advisory scenarios and case studies to assess AI reasoning.
• Write clear, structured, high-quality financial solutions reflecting real-world advisory decisions.
• Collaborate with AI researchers to improve model understanding of risk profiling, asset allocation, and investment strategy.
• Help define and refine evaluation benchmarks based on financial planning principles and regulatory standards.

Conhecimentos

Financial advisory

Communication skills

Formação académica

Bachelor’s or Master’s degree in Finance, Economics, Accounting, Business Administration

Descrição da oferta de emprego

Turing is looking for experienced financial advisors and planners with a strong background in personal finance, investment management, retirement planning, and tax optimization.

Role Overview:

• In this role, you will work on projects that help fine-tune and evaluate large language models (LLMs) using your financial advisory knowledge and communication skills.
• No prior AI experience is required.
• These projects will help you learn how to leverage AI to improve client experience, strengthen advisory workflows, and enhance the quality of financial planning insights.

What Does Day-to-Day Look Like:

• Design and solve real-world financial advisory scenarios and case studies to assess AI reasoning.
• Write clear, structured, and high-quality financial solutions that reflect real-world advisory decisions.
• Collaborate with AI researchers to improve model understanding of concepts such as risk profiling, asset allocation, and investment strategy.
• Help define and refine evaluation benchmarks based on financial planning principles, regulatory standards, and industry best practices.

Requirements:

• 4+ years of experience as a Personal Financial Advisor, Wealth Manager, Financial Consultant, or similar role.
• Bachelor’s or Master’s degree in Finance, Economics, Accounting, Business Administration, or a related field.
• Professional certifications such as CFP®, CFA®, or CPA® are preferred but not mandatory.
• Strong English communication and analytical skills.
• Ability to explain complex financial concepts in simple, client-focused language using data and visuals where needed.

Perks of Freelancing with Turing & Offer Details:

• Strong compensation (exact amount varies by project).
• Work in a fully remote environment.
• Engagement type: Contractor assignment/freelancer, potentially full-time.
• Duration of projects: approximately 1 month (with possibility for extension).

What Turing is NOT seeking from your expertise:

• Confidential or proprietary information from any employer, university, etc.
• Trade secrets or internal company or university data.
• Specific client information or case details.
• Any information that would violate NDAs, employment agreements or other confidentiality obligations.

About Turing:

Based in San Francisco, California, Turing is the world's leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems. Turing supports customers in two ways: first, by accelerating frontier research with high-quality data, advanced training pipelines, plus top AI researchers who specialize in coding, reasoning, STEM, multilinguality, multimodality, and agents; and second, by applying that expertise to help enterprises transform AI from proof of concept into proprietary intelligence with systems that perform reliably, deliver measurable impact, and drive lasting results on the P&L.