Financial Advisor

Financial Advisor at Nexus Consulting

One of our clients 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
• Investment Strategies
• Retirement Planning
• Tax Optimization
• Estate Planning
• Risk Management
• AI Research
• Financial Reasoning
• Decision Making
• Remote Work