Financial Advisor
Nexus Consulting
Job Overview
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Job Description
About the Financial Advisor Role at Nexus Consulting
One of Nexus Consulting's clients is actively seeking experienced Personal Financial Advisors to lend their domain expertise to an innovative AI research initiative. This project focuses on enhancing financial reasoning and decision-making systems. This engagement offers a unique opportunity to apply your professional knowledge in a flexible, fully remote setting, contributing to cutting-edge advancements in financial technology.
The role involves diagnosing real-world financial scenarios, structuring tasks, and refining how AI systems interpret and respond to common 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. Candidates based in the United States, United Kingdom, Canada, Europe, Singapore, Dubai, or Australia are eligible.
Key skills/competency
- Financial Advisory
- Personal Finance
- Retirement Planning
- Tax Optimization
- Investment Strategies
- Estate Planning
- Risk Management
- AI Research Support
- Financial Reasoning
- Written Communication
How to Get Hired at Nexus Consulting
- Research Nexus Consulting's mission: Study their client's AI initiatives, values, and how financial expertise integrates with technology.
- Tailor your resume: Highlight your 4+ years of financial advisory experience, focusing on personal finance topics like retirement, tax, and investments.
- Showcase written communication: Prepare examples demonstrating your ability to explain complex financial concepts clearly and concisely.
- Emphasize remote work readiness: Provide instances of successful independent work, meeting deadlines, and managing flexible schedules.
- Articulate AI interest: Be prepared to discuss your interest in contributing to AI research and improving financial decision-making systems.
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