Expert Financial Planning Specialist
Job Overview
We are seeking a highly skilled Financial Advisor to join our team. In this role, you will utilize your expertise in financial planning and analysis to design, test, and refine advanced AI systems that replicate real-world wealth management, retirement planning, and investment advisory workflows.
* Evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and client relevance.
* Develop and implement investment and retirement planning models to ensure financial soundness and client suitability.
* Analyze and simulate workflows such as asset allocation, risk profiling, and retirement income planning.
* Review and refine AI-produced reports, recommendations, and strategic financial documents with a focus on real-world client needs.
* Collaborate with AI and product teams to improve the reliability and trustworthiness of AI-driven advisory systems.
Requirements
To be successful in this role, you will need:
* A strong background in finance and economics.
* Excellent analytical and problem-solving skills.
* Ability to communicate complex financial concepts to clients.
* Experience working with AI systems and machine learning algorithms.
What We Offer
We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.