3 days ago
Financial Advisor
Nexus Consulting
Remote
Contractor
$93,600
Remote
Job Overview
Job TitleFinancial Advisor
Job TypeContractor
CategoryCommerce
Experience5 Years
DegreeMaster
Offered Salary$93,600
LocationRemote
Who's the hiring manager?
Sign up to PitchMeAI to discover the hiring manager's details for this job. We will also write them an intro email for you.
Job Description
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 Analysis
- Written Communication
- Decision-Making
How to Get Hired at Nexus Consulting
- Research Nexus Consulting's culture: Study their mission, values, recent news, and employee testimonials on LinkedIn and Glassdoor, focusing on their work in AI and financial technology.
- Tailor your resume: Customize your resume to highlight extensive experience in financial advisory, expertise relevant to AI research, and proven success in remote work environments.
- Showcase relevant experience: Emphasize your strong knowledge in personal finance topics like retirement planning, tax optimization, and investment strategies with clear examples.
- Prepare for scenario-based interviews: Practice articulating complex financial concepts clearly and concisely, demonstrating your ability to diagnose and structure real-world financial challenges.
- Demonstrate independent work: Provide concrete examples of successfully working autonomously, meeting deadlines, and delivering high-quality results in a flexible, remote setting.
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 are the key responsibilities for a Financial Advisor in this remote position?
03What type of experience is Nexus Consulting looking for in a Financial Advisor candidate?
04What are the expected engagement details for this independent contractor role with Nexus Consulting?
05Which geographical locations are eligible for this remote Financial Advisor position?
Explore similar opportunities that match your background