Securities, Commodities & Financial Services Sales Agent

Turing Enterprises, Inc.; New York (NY); Remote; USD 83,000 - 165,000; Part time

Benefits offered by this job

Fully remote

Contractor engagement

Chance to extend

Job summary

Turing Enterprises, Inc. is seeking experienced professionals to design and evaluate AI-driven financial advisory scenarios. You will articulate clear explanations on securities trading, portfolio concepts, and regulatory aspects while ensuring compliance and professionalism.

Applicants should have 4+ years in finance-related roles, with a bachelor’s degree preferred, and FINRA licenses are a plus. This is a fully remote contractor assignment with potential extensions beyond roughly one month.

Qualifications

• 4+ years in Securities Sales, Financial Services, or related roles.
• Background in Finance, Economics, or Business Administration; bachelor’s or higher preferred.
• FINRA Series 7 or Series 63 licenses preferred.
• Strong English communication and reasoning skills; ability to explain complex financial concepts clearly.

Responsibilities

• Design and solve market and client advisory scenarios to test AI reasoning.
• Write clear, structured explanations covering securities trading, portfolio management, product suitability, and regulatory compliance.
• Evaluate AI responses for accuracy, professionalism, and adherence to compliance in financial services.
• Collaborate with researchers to refine AI understanding of markets and advisory workflows.

Skills

Securities sales

Financial analysis

Finance knowledge

English communication

Education

Bachelor’s degree or higher

Tools

FINRA Series 7

FINRA Series 63

Job description

Turing is looking for candidates with strong experience in securities trading, investment sales, or financial advisory services within the finance and investment sector.

Role Overview:

• In this role, you will contribute to projects that help fine-tune and evaluate large language models using your expertise in financial markets, sales processes, and investment instruments.
• No prior AI experience is required.
• These projects will help you explore how AI can be leveraged to enhance financial analysis, client advisory, and operational efficiency in securities and investment services.

What Does Day-to-Day Look Like:

• Design and solve realistic market and client advisory scenarios to test AI reasoning.
• Write clear, structured explanations covering securities trading, portfolio management, product suitability, and regulatory compliance.
• Evaluate AI responses for accuracy, professionalism, and adherence to ethical and compliance standards in financial services.
• Collaborate with researchers to refine AI understanding of financial markets, investment instruments, and advisory workflows.

Requirements:

• 4+ years of experience as a Securities Sales Agent, Financial Services Representative, Investment Broker, or a related role.
• Background in Finance, Economics, Business Administration, or a related field (Bachelor’s or higher preferred).
• FINRA Series 7, Series 63, or equivalent securities licenses preferred.
• Strong English communication and reasoning skills.
• Ability to explain complex financial concepts and instruments clearly and effectively.

  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.