3 days ago
Financial Advisor
Nexus Consulting
Hybrid
Contractor
$195,000
Hybrid
Job Overview
Job TitleFinancial Advisor
Job TypeContractor
CategoryCommerce
Experience5 Years
DegreeMaster
Offered Salary$195,000
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 focuses on enhancing financial reasoning and decision-making systems. This is a unique opportunity to apply your professional knowledge in a flexible, fully remote setting, diagnosing real-world financial scenarios and refining how AI systems understand 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 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
- Wealth Management
- Retirement Planning
- Tax Optimization
- Investment Strategies
- Estate Planning
- Risk Management
- Financial Analysis
- AI Research
- Remote Work
How to Get Hired at Nexus Consulting
- Research Nexus Consulting's mission: Understand their focus on AI research and how your financial expertise aligns.
- Tailor your resume for AI collaboration: Highlight experience in financial planning, data analysis, and clear communication of complex concepts.
- Showcase remote work proficiency: Emphasize your ability to work independently, manage time, and meet deadlines in a distributed team.
- Prepare for domain-specific questions: Be ready to discuss real-world financial planning scenarios, including retirement, tax, investments, and estate planning.
- Articulate your contribution to AI: Explain how your insights can enhance AI systems' financial reasoning and decision-making capabilities.
Frequently Asked Questions
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01What is the primary focus of the Financial Advisor role at Nexus Consulting?
02What type of financial expertise is Nexus Consulting looking for in a Financial Advisor?
03Can this Financial Advisor position at Nexus Consulting be performed from anywhere globally?
04What is the expected time commitment for the Financial Advisor contract with Nexus Consulting?
05How will my financial planning experience be utilized in an AI research context at Nexus Consulting?
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