19 hours ago
Financial Advisor
Get Offers
Hybrid
Contractor
$195,000
Hybrid
Job Overview
Job TitleFinancial Advisor
Job TypeContractor
Offered Salary$195,000
LocationHybrid
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Job Description
About the Role
Our client is seeking experienced Personal Financial Advisors to contribute domain expertise to an AI research initiative focused on improving financial reasoning and decision-making systems. This engagement centers on diagnosing real-world financial scenarios, creating structured tasks, and helping refine how AI systems understand and respond to common financial advisory requests. It’s an opportunity to apply your professional expertise in a flexible, fully remote setting as a Financial Advisor.
Key Responsibilities
- Create realistic tasks and deliverables based on common client-facing financial advisory scenarios
- Develop structured examples that reflect real-world financial planning challenges
- Review and refine financial outputs for clarity, accuracy, and practical relevance
- Provide written explanations and reasoning to support financial recommendations
Ideal Qualifications
- 4+ years of professional experience as a Personal Financial Advisor or in a related financial planning role
- Strong knowledge of personal finance topics such as retirement planning, tax optimization, investment strategies, estate planning, and risk management
- Excellent written communication skills with strong grammar and clarity
- Ability to explain complex financial concepts in a structured and accessible way
- Experience working independently and meeting deadlines in a remote environment
Engagement Details
- Expected workload: ~15 hours per week, with flexibility to scale up to 30+ hours depending on project needs
- Project duration: Approximately 3–4 weeks, with potential for extension
- Start date: Immediate
- Engagement type: Independent contractor
- Location: Fully remote, flexible schedule
Key skills/competency
- Financial Advisory
- AI Research
- Financial Planning
- Retirement Planning
- Tax Optimization
- Investment Strategies
- Estate Planning
- Risk Management
- Written Communication
- Remote Work
How to Get Hired at Get Offers
- Research Get Offers' mission: Study their focus on connecting talent with AI research initiatives and how Financial Advisors fit in.
- Tailor your resume: Highlight your 4+ years in financial advisory, especially experience relevant to financial planning, tax optimization, and investment strategies.
- Showcase AI readiness: Emphasize your ability to structure financial knowledge for AI systems, demonstrating adaptability and clear communication.
- Prepare for remote work: Be ready to discuss your experience working independently and meeting deadlines in a flexible, remote environment.
- Articulate complex concepts: Practice explaining intricate financial topics clearly, as this is crucial for the AI training aspect of the Financial Advisor role.
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