Financial Advisor

About the Role of a Financial Advisor 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 significantly improve financial reasoning and decision-making systems. As a Financial Advisor, you will focus on diagnosing real-world financial scenarios, creating structured tasks, and refining how AI systems interpret and respond to common financial advisory requests. This presents a unique opportunity to apply your professional knowledge in a flexible, fully remote environment.

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 detailed 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 critical personal finance topics, including retirement planning, tax optimization, investment strategies, estate planning, and risk management.
• Excellent written communication skills, demonstrating strong grammar and clarity in all outputs.
• Ability to articulate complex financial concepts in a structured, clear, and accessible manner.
• Proven experience working independently and consistently meeting deadlines in a remote work setting.

Engagement Details

• Expected workload: Approximately 15 hours per week, with the potential to increase up to 30+ hours depending on specific project needs.
• Project duration: Initial engagement of 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 based in the United States, United Kingdom, Canada, Europe, Singapore, Dubai, or Australia and be legally able to work as independent contractors in their respective jurisdictions.

Key skills/competency

• Personal Finance
• Financial Planning
• Retirement Planning
• Tax Optimization
• Investment Strategies
• Estate Planning
• Risk Management
• Financial Analysis
• Client Advisory
• AI Research Contribution