Financial Advising Expert (Remote)

We're Hiring Financial Advising Expert | Earn Up To $8,000 Per MonthAbout the Role

We are hiring for one of our prime clients — a leading AI research organisation — to engage experienced Financial Advisors for a high-impact, short-term project.

In this role, you’ll apply your financial planning and advisory expertise to help design, test, and refine AI-powered wealth management and financial planning systems. You’ll ensure that these advanced tools reflect real-world accuracy, compliance, and client-centred effectiveness.

Key Responsibilities

• Evaluate AI-generated financial plans and advisory recommendations for accuracy, compliance, and client relevance.
• Calibrate and validate investment, cash flow, and retirement planning models.
• Simulate and audit workflows such as asset allocation, risk profiling, and income planning.

Ideal Qualifications

• Degree in Finance, Business, Economics, or related field.
• CFP, CFA, CPA, or ChFC certifications strongly preferred.
• Deep understanding of financial planning principles — including retirement, investment, and estate planning.
• Excellent communication skills for explaining complex financial strategies clearly.
• Familiarity with regulatory and fiduciary standards in financial advising.
• Candidates from US, UK, Canada, Australia, or Europe preferred.

Apply Now!