Financial Advisors

About the Financial Advisors Role at Keystone Recruitment

Keystone Recruitment's client is actively seeking experienced Personal Financial Advisors to lend their deep domain expertise to a cutting-edge AI research initiative. This project aims to significantly enhance financial reasoning and decision-making systems.

This engaging contract opportunity focuses on dissecting complex real-world financial scenarios, structuring tasks, and meticulously refining how AI systems interpret and respond to a broad spectrum of common financial advisory requests. It presents a unique chance to leverage your professional insights in a highly flexible, fully remote work environment.

Key Responsibilities

• Create realistic tasks and deliverables rooted in everyday client-facing financial advisory scenarios.
• Develop structured examples that accurately mirror genuine financial planning challenges.
• Diligent review and refinement of financial outputs, ensuring clarity, accuracy, and practical applicability.
• Provide comprehensive written explanations and analytical reasoning to substantiate financial recommendations.

Ideal Qualifications

• A minimum of 4 years of professional experience as a Personal Financial Advisor or within a closely related financial planning capacity.
• Profound knowledge across essential personal finance domains, including retirement planning, advanced tax optimization strategies, diverse investment approaches, meticulous estate planning, and comprehensive risk management.
• Exceptional written communication skills, characterized by strong grammar and impeccable clarity.
• Demonstrated ability to articulate intricate financial concepts in a structured, coherent, and easily understandable manner.
• Proven capacity for independent work and consistent adherence to project deadlines within a remote operational framework.

Engagement Details

• Expected workload: Approximately 15 hours per week, with a flexible option to scale up to 30+ hours, depending on dynamic project requirements.
• Project duration: An initial period of 3–4 weeks, with a strong potential for subsequent extensions.
• Start date: Immediate commencement.
• Engagement type: Defined as an Independent contractor role.
• Location: A fully remote position, offering a flexible schedule.

Key skills/competency

• Financial Planning
• Retirement Planning
• Tax Optimization
• Investment Strategies
• Estate Planning
• Risk Management
• Financial Analysis
• AI Research Support
• Content Creation
• Written Communication