Remote Personal Financial Advisor

Turing Enterprises, Inc.; Seattle (WA); Remote; USD 83,000 - 165,000; Full time

Benefits offered by this job

Fully remote

Contractor assignment

Possibly extendable

Job summary

Turing is seeking experienced financial advisors to support AI evaluation and development projects. This freelance engagement is remote, contractor-based, and may extend beyond an initial 1-month timeframe depending on project needs.

Candidates should have 4+ years in personal financial advising or wealth management, plus a finance-related degree. Certifications (CFP, CFA, CPA) are preferred but not required; strong communication and analytical skills are essential.

Qualifications

• 4+ years of experience as a Personal Financial Advisor or similar role.
• Degree in Finance, Economics, Accounting, or related field.
• Professional certifications (CFP, CFA, CPA) preferred but not required.

Responsibilities

• Design and evaluate real-world financial advisory scenarios for AI reasoning.
• Write clear, structured financial solutions using data and visuals.
• Collaborate with AI researchers to improve model understanding of risk profiling and asset allocation.
• Help define evaluation benchmarks based on financial planning principles and standards.

Skills

Financial advisory

Analytical skills

Communication skills

Education

Bachelor's degree

Master's degree

Job description

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.