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 - adaptable 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)
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