Financial Planning Strategist
We are seeking experienced professionals to collaborate on a cutting-edge project with a leading research institution.
In this role, you will apply your expertise in financial planning to help design, test, and refine advanced systems that replicate real-world wealth management, retirement planning, and investment advisory workflows.
Your insights will be critical in ensuring accurate, compliant, and effective solutions are delivered for high-quality financial advice.
Responsibilities include:
* 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 product teams to enhance reliability and trust in advisory systems.
Qualifications include 2+ years of experience as a Financial Advisor, Wealth Manager, or related advisory role.
A Bachelor's degree in Finance, Business, Economics, or related field is required; advanced certifications (CFP, CFA, CPA, ChFC) are a strong plus.