Remote Personal Financial Advisor for AI-Driven Planning

Turing Enterprises, Inc.; Seattle (WA); Remote; USD 83.000 - 165.000; Vollzeit

Benefits dieser Stelle

Fully remote

Contractor assignment

Possibly extendable

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Financial advisory

Analytical skills

Communication skills

Ausbildung

Bachelor's degree

Master's degree

Jobbeschreibung

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.