Overview
We are seeking experienced
Financial Advisors
to collaborate on a cutting-edge project with a leading AI research lab. In this role, you will apply your expertise in financial advising to help design, test, and refine advanced AI systems that replicate real-world wealth management, retirement planning, and investment advisory workflows. Your insights will be critical in ensuring AI-powered solutions are accurate, compliant, and effective in delivering high-quality financial advice.
Responsibilities
Evaluate AI-generated financial plans and outputs for accuracy, compliance, and client suitability
Calibrate investment and retirement planning models for soundness and alignment with client needs
Simulate and review workflows such as asset allocation, risk profiling, and retirement income planning
Refine AI-generated reports, recommendations, and financial documents for real-world client use cases
Collaborate asynchronously with AI and product teams to enhance reliability and trust in AI-driven advisory systems
Qualifications
2+ years of experience as a Financial Advisor, Wealth Manager, or related advisory role
Bachelor\'s degree in Finance, Business, Economics, or related field; advanced certifications (CFP, CFA, CPA, ChFC) are a strong plus
Strong knowledge of financial planning principles, including retirement, estate, and investment planning
Excellent client-facing communication skills with the ability to explain complex strategies clearly
Familiarity with compliance, regulatory standards, and fiduciary responsibilities in financial advising
Project Timeline
Start Date: Immediate
Duration: 1-2 months
Commitment: 20 hours/week, part time
Schedule: Fully remote and asynchronous - flexible working hours
Compensation & Contract
Competitive rate: $70-$95 USD/hour (based on experience)
Performance-based bonuses available
Independent contractor role
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📌 Financial Advising Expert
🏢 Weekday AI (YC W21)
📍 Sydney