We’ve partnered with leading AI research labs to advance cutting-edge AI systems in the wealth management and financial advising space. We are looking for experienced Financial Advisors to play a pivotal role in shaping AI-driven advisory systems for real-world financial planning, retirement, and investment strategies.
In this role, you’ll evaluate and refine AI-generated financial advice to ensure it meets high standards of accuracy, compliance, and client relevance, while collaborating with a team of experts to enhance AI-powered solutions.
Key Responsibilities
- Evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and relevance to clients
- Calibrate investment and retirement planning models to ensure financial soundness and suitability for clients
- Simulate and audit workflows such as asset allocation, risk profiling, and retirement income planning
- Review and refine AI-produced reports, recommendations, and financial documents, ensuring alignment with real-world client needs
- Collaborate asynchronously with AI and product teams to improve the reliability and trustworthiness of AI-driven systems
Ideal Qualifications
2+ years of experience as a Financial Advisor, Wealth Manager, or in similar advisory rolesBachelor’s degree in Finance, Business, Economics, or related field; advanced certifications (CFP, CFA, CPA, ChFC) are a plusStrong understanding of financial planning principles, including retirement, estate, and investment planningExcellent client-facing communication skills with the ability to interpret and explain complex financial strategiesFamiliarity with compliance, regulatory standards, and fiduciary responsibilities in financial advisingStart Date : ImmediateDuration : 1–2 monthsCommitment : ~20 hours / week, part-timeSchedule : Fully remote, asynchronous, flexible hoursThis is a unique opportunity to directly influence how AI transforms financial advising for the better. If you’re ready to make an impact in a cutting-edge field, apply now!
Seniority level
Mid-Senior level
Employment type
Part-time
Job function
Finance
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