Personal Financial Advisor, Remote
Core
Review and provide feedback on personal financial planning scenarios, investment strategies, and retirement plans to train next-generation AI systems.
Role type
Contract Personal Financial Advisor (AI Training)
Builds
AI training datasets for financial planning models
Domain
Personal Finance / Artificial Intelligence
Deliverable
production ML models
Required skills
Personal financial planning, Investment strategies, Regulatory compliance, Analytical skills
Preferred skills
One-on-one client advisory experience, Retirement planning, Tax planning, Estate planning, Wealth management, Portfolio management, Asset allocation
Technologies
None stated
Responsibilities
Review financial planning materials for accuracy and compliance, Explain financial concepts and strategies clearly, Collaborate with another financial expert to compare recommendations