Remote Personal Financial Advisor & AI-Driven Planning

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 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