3 days ago
Finance Expert
Keystone Recruitment
Hybrid
Contractor
$180,000
Hybrid
Job Overview
Job TitleFinance Expert
Job TypeContractor
CategoryCommerce
Experience5 Years
DegreeMaster
Offered Salary$180,000
LocationHybrid
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Job Description
Finance Expert (Remote)
Keystone Recruitment is seeking an experienced Personal Financial Advisor 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.
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
- Personal Finance
- Financial Advisory
- AI Research
- Financial Planning
- Retirement Planning
- Tax Optimization
- Investment Strategies
- Estate Planning
- Risk Management
- Written Communication
How to Get Hired at Keystone Recruitment
- Research Keystone Recruitment's culture: Study their mission, values, recent news, and employee testimonials on LinkedIn and Glassdoor.
- Tailor your resume for financial expertise: Highlight your 4+ years in personal financial advisory, emphasizing AI research relevance.
- Showcase strong written communication: Prepare to demonstrate your ability to explain complex financial concepts clearly.
- Prepare for remote work discussions: Be ready to discuss your experience working independently and meeting deadlines remotely.
- Emphasize personal finance domain knowledge: Demonstrate your expertise in retirement, tax, investment, estate planning, and risk management.
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