Personal Financial Advisor - Remote

Role Overview

• Job Type: Contract

• Work Arrangement: Remote

• Eligible Regions: North America and Latin America

• Compensation: $172,800–$211,200 per year (annualized equivalent)

• Hourly Rate: $90–$110

About the Role

We are seeking experienced Personal Financial Advisors, Financial Planners, Wealth Managers, and Investment Advisors to evaluate personal financial planning scenarios and provide expert insights into individual financial wellness.

You will assess financial situations, review investment and retirement strategies, evaluate personalized recommendations, and provide feedback grounded in real-world client advisory experience. You will also collaborate with another financial expert to compare approaches and contribute insights that help improve AI-driven financial tools.

This role is suited to professionals with direct experience advising individuals or families on financial goals, investments, savings, debt management, and long-term financial planning. Previous AI experience is not required.

Key Responsibilities

• Review personal financial planning scenarios and provide expert feedback based on practical advisory experience.

• Evaluate investment strategies, retirement plans, and financial recommendations against individual client goals.

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

• Assess client needs, risk tolerance, investment preferences, and financial circumstances.

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

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

• Collaborate with another financial expert to compare recommendations, discuss alternative approaches, and provide structured feedback.

• Contribute practical insights to support the evaluation and improvement of AI-driven financial tools.

Required Qualifications

• Professional experience advising individual clients or families on personal financial matters.

• Background as a Personal Financial Advisor, Financial Planner, Wealth Manager, Investment Advisor, or in a comparable client-facing role.

• Strong knowledge of personal financial planning and investment strategies.

• Experience assessing financial needs, risk tolerance, investment objectives, and long-term financial goals.

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

• Strong analytical skills and attention to detail.

• Excellent written and verbal communication skills.

• Ability to collaborate with another financial professional and explain recommendations clearly.

Preferred Qualifications

• Experience developing personalized financial plans and investment recommendations.

• Knowledge of retirement planning, tax planning, estate planning, and wealth management.

• Experience advising clients on savings, debt management, portfolio construction, and long-term financial strategies.

• Availability to work during overlapping North American or Latin American time zones.

Key Skills

Personal financial planning, investment advisory, wealth management, retirement planning, tax planning, estate planning, portfolio management, asset allocation, risk tolerance assessment, financial products, regulatory compliance, client advisory, analytical reasoning, and professional communication.

Compensation

The hourly rate is $90–$110, equivalent to approximately $172,800–$211,200 per year at 1,920 working hours annually. This annualized figure is for comparison only; actual earnings depend on contracted hours and workload.

What to Expect

You will evaluate financial planning scenarios, assess investment recommendations, and provide structured feedback based on practical client advisory experience. The work emphasizes sound financial judgment, regulatory awareness, analytical accuracy, and collaboration with another financial expert. Previous AI experience is not required.