Job Description: Personal Financial Advisor

Role Type: Contractor
Location: North America & Latin America

About the Role

We are seeking experienced Personal Financial Advisors to contribute their expertise to a project focused on individual financial wellness and financial planning.

In this role, you will apply your professional knowledge to review financial planning scenarios, evaluate investment strategies, and provide expert insights to support AI training and evaluation.

Your experience will help improve how AI systems understand personal finance, investment planning, retirement strategies, and individual financial decision-making.

No prior AI experience is required. Your professional expertise and client-facing experience are what matter.

This engagement involves working in pairs with other experienced financial professionals, encouraging collaboration and the exchange of expert perspectives.

Key Responsibilities

1. Review and provide feedback on personal financial planning scenarios based on practical experience advising individual clients.

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

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

4. Apply experience in assessing clients' financial needs, risk tolerance, and investment preferences.

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

6. Explain financial concepts, planning strategies, and recommendations clearly through written and verbal communication.

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

Preferred Qualifications

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

2. Experience as a Personal Financial Advisor, Financial Planner, Wealth Manager, Investment Advisor, or in a similar client-facing position.

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

4. Hands-on experience developing personalized financial plans and investment recommendations based on individual client goals.

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

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

7. Excellent communication skills and the ability to explain complex financial concepts clearly.

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