Gain Expertise in Strategic Wealth Management
About the Role
We are seeking a highly skilled Wealth Management Expert to collaborate with our team and contribute to the design, testing, and refinement of AI systems for wealth management and financial advising. As part of this role, you will work closely with us to evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and client relevance. This is an excellent opportunity for individuals who are passionate about delivering exceptional financial services and making a meaningful impact.
Responsibilities
* Evaluate and optimize AI-driven investment and retirement planning models to ensure financial soundness and client suitability.
* Collaborate with cross-functional teams to develop and refine AI-powered financial tools that meet real-world client needs.
* Review and refine AI-produced reports, recommendations, and strategic financial documents with a focus on delivering high-quality outcomes.
* Develop and maintain expertise in financial planning principles, including retirement, estate, and investment planning.
Requirements / Qualifications
Must-Have Qualifications
* 2+ years of experience as a Financial Advisor or in related advisory roles.
* Bachelor's degree in Finance, Business, Economics, or a related field.
* Strong understanding of financial planning principles, including retirement, estate, and investment planning.
* Excellent client-facing communication skills with the ability to interpret and explain complex financial strategies.