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Financial Advisor
Financial Planning and AnalysisFinancial Planning and AnalysisPart TimeRemoteTeam 11-50Since 2021H1B No SponsorCompany SiteLinkedIn
Location
United States
Posted
135 days ago
Salary
$70 - $95 / hour
Bachelor Degree2 yrs expEnglish
Job Description
• 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
Job Requirements
- 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
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