2 days ago

Financial Advisor

Nexus Consulting

Hybrid
Contractor
$93,600
Hybrid

Job Overview

Job TitleFinancial Advisor
Job TypeContractor
CategoryCommerce
Experience5 Years
DegreeMaster
Offered Salary$93,600
LocationHybrid

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Job Description

About the Financial Advisor Role at Nexus Consulting

Nexus Consulting is seeking experienced Financial Advisors to contribute their domain expertise to an innovative AI research initiative. This project aims to significantly enhance financial reasoning and decision-making systems. This is a unique opportunity to apply your professional insights in a flexible, fully remote capacity, focusing on diagnosing real-world financial scenarios and refining 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 generated by AI systems for clarity, accuracy, and practical relevance.
  • Provide detailed written explanations and robust reasoning to support financial recommendations and AI model improvements.

Ideal Qualifications

  • 4+ years of professional experience as a Personal Financial Advisor or in a closely related financial planning role.
  • Strong foundational and advanced knowledge of personal finance topics, including retirement planning, tax optimization strategies, investment portfolio management, estate planning, and comprehensive risk management.
  • Exceptional written communication skills, demonstrating strong grammar, conciseness, and overall clarity.
  • Proven ability to articulate complex financial concepts in a structured, accessible, and understandable manner.
  • Demonstrated experience working independently, managing multiple tasks, and consistently meeting deadlines within a remote work environment.

Engagement Details

  • Expected workload: Approximately 15 hours per week, with the potential for flexible scaling up to 30+ hours based on project demands.
  • Project duration: Initially 3–4 weeks, with a strong possibility for extension based on performance and project needs.
  • Start date: Immediate commencement.
  • Engagement type: Independent contractor, offering a fully remote and flexible schedule.

Key skills/competency

  • Financial Planning
  • Retirement Planning
  • Tax Optimization
  • Investment Strategies
  • Estate Planning
  • Risk Management
  • Financial Reasoning
  • AI Research Collaboration
  • Written Communication
  • Independent Work

Tags:

Financial Advisor
Financial Planning
Investment Strategies
Retirement Planning
Tax Optimization
Estate Planning
Risk Management
Financial Analysis
AI Integration
Client Advisory
Decision Making
Financial Modeling
Data Analysis
Research Tools
Decision Support
Financial Software
Machine Learning Concepts
Data Interpretation
Structured Data

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How to Get Hired at Nexus Consulting

  • Research Nexus Consulting's mission: Study their focus on innovative solutions and AI research in finance.
  • Highlight financial expertise: Customize your resume to showcase 4+ years in personal finance, planning, and advisory.
  • Emphasize AI relevance: Tailor your application to demonstrate interest in AI integration and financial reasoning systems.
  • Showcase communication skills: Prepare to provide examples of explaining complex financial concepts clearly and concisely.
  • Prepare for remote work: Discuss your experience with independent work and meeting deadlines in a remote setting during interviews.

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