Personal Financial Advisor

Role Title: Personal Financial Advisor

Role Type: Contractor

Location: Northern America, Latin America.

We are engaging Personal Financial Advisors to contribute expert knowledge and insights to a customer's project centered around financial wellness for individuals. In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. This engagement matches experienced professionals in pairs, leveraging your availability to facilitate impactful collaboration.

Required Skills

• personal financial planning

• investment strategies

• regulatory compliance

• written and verbal communication

• analytical skills

Scope of Work

• Review and provide feedback on personal financial planning scenarios based on your experience advising individual clients.

• Evaluate investment strategies, retirement plans, and financial recommendations tailored to individual client needs.

• Analyze financial situations involving savings, investments, debt management, tax planning, and long-term financial goals.

• Share insights from your experience working one-on-one with clients, including assessing financial needs, risk tolerance, and investment preferences.

• Review financial planning materials for accuracy, regulatory compliance, and industry best practices.

• Explain financial concepts, planning strategies, and recommendations clearly in written and verbal formats.

• Collaborate with another financial expert to discuss different approaches, compare recommendations, and contribute to AI training.

Preferred Qualifications

• Professional experience working directly with individual clients or families in a one-on-one financial advisory role.

• Experience as a Personal Financial Advisor, Financial Planner, Wealth Manager, Investment Advisor, or similar client-facing professional.

• Strong knowledge of personal financial planning, including retirement, investments, tax planning, estate planning, and wealth management.

• Hands-on experience creating personalized financial plans and investment recommendations based on individual client goals.

• Experience assessing clients' financial situations, risk tolerance, investment objectives, and long-term financial needs.

• Good understanding of financial products, portfolio management, asset allocation, and relevant regulatory requirements.

• Strong communication skills and the ability to explain financial concepts clearly.

• Comfortable collaborating with another financial expert and available to work during overlapping North American or Latin American time zones.