OverviewWe 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.ResponsibilitiesEvaluate AI-generated financial plans and outputs for accuracy, compliance, and client suitabilityCalibrate investment and retirement planning models for soundness and alignment with client needsSimulate and review workflows such as asset allocation, risk profiling, and retirement income planningRefine AI-generated reports, recommendations, and financial documents for real-world client use casesCollaborate asynchronously with AI and product teams to enhance reliability and trust in AI-driven advisory systemsQualifications2+ years of experience as a Financial Advisor, Wealth Manager, or related advisory roleBachelor\'s degree in Finance, Business, Economics, or related field; advanced certifications (CFP, CFA, CPA, ChFC) are a strong plusStrong knowledge of financial planning principles, including retirement, estate, and investment planningExcellent client-facing communication skills with the ability to explain complex strategies clearlyFamiliarity with compliance, regulatory standards, and fiduciary responsibilities in financial advisingProject TimelineStart Date: ImmediateDuration: 1-2 monthsCommitment: 20 hours/week, part-timeSchedule: Fully remote and asynchronous - flexible working hoursCompensation & ContractCompetitive rate: $70-$95 USD/hour (based on experience)Performance-based bonuses availableIndependent contractor role
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