6 days ago
Finance Expert
Keystone Recruitment
Remote
Contractor
$150,000
Remote
Job Overview
Job TitleFinance Expert
Job TypeContractor
CategoryCommerce
Experience5 Years
DegreeMaster
Offered Salary$150,000
LocationRemote
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Job Description
About the Finance Expert Role at Keystone Recruitment
Keystone Recruitment is seeking experienced Personal Financial Advisors to contribute their domain expertise to an innovative AI research initiative. This fully remote, hourly contract role focuses on enhancing financial reasoning and decision-making systems by diagnosing real-world financial scenarios and creating structured tasks. It's an exceptional opportunity to apply your professional knowledge in a flexible setting, helping to refine how AI systems interpret and respond to complex financial advisory requests.
Key Responsibilities
- Create realistic tasks and deliverables based on common client-facing financial advisory scenarios.
- Develop structured examples that accurately reflect real-world financial planning challenges.
- Review and refine financial outputs for clarity, accuracy, and practical relevance.
- Provide clear, written explanations and reasoning to support financial recommendations.
Ideal Qualifications
- 4+ years of professional experience as a Personal Financial Advisor or in a closely related financial planning role.
- Strong foundational knowledge of critical personal finance topics, including retirement planning, tax optimization, investment strategies, estate planning, and risk management.
- Excellent written communication skills, demonstrating strong grammar and clarity in all outputs.
- Proven ability to explain complex financial concepts in a structured, easy-to-understand manner.
- Demonstrated experience working independently and consistently meeting deadlines in a remote work environment.
Engagement Details
- Expected workload: Approximately 15 hours per week, with potential flexibility to increase up to 30+ hours based on project needs.
- Project duration: Initial engagement of 3–4 weeks, with strong potential for extension.
- Start date: Immediate.
- Engagement type: Independent contractor (hourly contract).
- Location: Fully remote, offering a flexible schedule for candidates legally able to work as independent contractors in the specified jurisdictions (United States, United Kingdom, Canada, Europe, Singapore, Dubai, or Australia).
Key skills/competency
- Personal Finance Advisory
- Financial Planning
- AI Research Contribution
- Financial Reasoning
- Decision-Making Systems
- Retirement Planning
- Tax Optimization
- Investment Strategies
- Estate Planning
- Risk Management
How to Get Hired at Keystone Recruitment
- Research Keystone Recruitment's client focus: Study their mission, values, recent news, and employee testimonials on LinkedIn and Glassdoor to understand partner companies.
- Customize your resume for financial AI: Highlight experience in personal finance, financial advisory, and any exposure to data analysis or AI projects.
- Showcase independent contractor skills: Emphasize your ability to work autonomously, manage deadlines, and communicate effectively in a remote setting.
- Prepare for domain-specific questions: Be ready to discuss complex financial scenarios, your problem-solving approach, and structuring data for AI.
- Demonstrate strong written communication: Ensure your application materials and interview responses reflect impeccable grammar and clarity in explanations.
Frequently Asked Questions
Find answers to common questions about this job opportunity
01What specific type of AI research will I contribute to as a Finance Expert at Keystone Recruitment's client?
02What is the expected time commitment for the Finance Expert independent contractor role with Keystone Recruitment?
03Can I work from any location globally as a remote Finance Expert for Keystone Recruitment's client?
04What kind of financial topics should a Finance Expert be proficient in for this role?
05How long is the initial contract for the Finance Expert position with Keystone Recruitment?
06What distinguishes the ideal candidate for the Finance Expert role from others?
07What is the primary output or deliverable expected from a Finance Expert in this AI initiative?
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