Financial Advisor
Keystone Recruitment
Job Overview
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Job Description
About the Role
Our client, supported by Keystone Recruitment, 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.
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 Planning
- Retirement Planning
- Tax Optimization
- Investment Strategies
- Estate Planning
- Risk Management
- AI Research
- Financial Analysis
- Structured Task Creation
- Remote Work
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 AI research: Highlight experience in financial modeling, data structuring, and clear explanation of financial concepts.
- Showcase remote work proficiency: Emphasize your ability to work independently, manage time effectively, and meet project deadlines.
- Prepare for scenario-based questions: Demonstrate your expertise in addressing real-world financial planning challenges and providing practical solutions.
- Articulate AI's impact: Be ready to discuss how financial advisory can benefit from AI and your vision for its application.
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