4 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 Personal Financial Advisors to contribute their domain expertise to an innovative AI research initiative. This project aims to enhance financial reasoning and decision-making systems, offering you a unique opportunity to apply your professional knowledge in a flexible, fully remote environment. You will be instrumental in diagnosing real-world financial scenarios, structuring tasks, and refining how AI systems interpret and respond to common financial advisory requests.
This engagement is structured as an hourly contract for independent contractors.
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 to ensure clarity, accuracy, and practical relevance.
- Provide comprehensive 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 personal finance topics, including retirement planning, tax optimization, investment strategies, estate planning, and risk management.
- Excellent written communication skills, demonstrating strong grammar and clarity.
- Ability to articulate complex financial concepts in a structured and easily understandable manner.
- Proven ability to work independently and consistently meet deadlines within a remote work setting.
Engagement Details
- Expected workload: Approximately 15 hours per week, with the potential to scale up to 30+ hours based on project demands.
- Project duration: Approximately 3–4 weeks, with possibilities for extension.
- Start date: Immediate.
- Engagement type: Independent contractor.
- Location: Fully remote, offering a flexible schedule. Candidates must be legally able to work as independent contractors in their jurisdiction, including the United States, United Kingdom, Canada, Europe, Singapore, Dubai, or Australia.
Key skills/competency
- Financial Planning
- Investment Strategies
- Retirement Planning
- Tax Optimization
- Estate Planning
- Risk Management
- Financial Reasoning
- Written Communication
- AI Research Support
- Independent Work
How to Get Hired at Nexus Consulting
- Research Nexus Consulting's mission: Study their innovative approach to AI and financial technology, understanding their goals in this research initiative.
- Highlight your AI interest: Tailor your resume to emphasize experience in financial reasoning, data analysis, or any exposure to AI concepts.
- Showcase independent work: Provide examples of successful remote work, project management, and meeting deadlines without direct supervision.
- Quantify financial impact: Describe how your financial advice led to tangible client benefits or improved financial outcomes in previous roles.
- Prepare for scenario-based questions: Be ready to discuss how you would diagnose complex financial problems and articulate solutions clearly.
Frequently Asked Questions
Find answers to common questions about this job opportunity
01What is the primary focus of the Financial Advisor role at Nexus Consulting?
02What kind of experience is Nexus Consulting looking for in a Financial Advisor for this AI initiative?
03Is the Financial Advisor position at Nexus Consulting a full-time employment opportunity?
04What is the expected weekly workload and duration for this Nexus Consulting engagement?
05How will a Financial Advisor contribute to AI systems at Nexus Consulting?
06What are the geographical requirements for independent contractors in this Financial Advisor role?
07What is the hourly rate for the Financial Advisor position at Nexus Consulting?
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