Financial Advisors
Nexus Consulting
Job Overview
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Job Description
About the Financial Advisors Role at Nexus Consulting
One of our clients, supported by Nexus Consulting, is actively seeking experienced Financial Advisors to contribute their deep domain expertise to a groundbreaking AI research initiative. This project is specifically designed to enhance financial reasoning and decision-making systems. This unique engagement offers you the opportunity to apply your professional insights in a flexible, fully remote setting, focusing on real-world financial scenarios.
As a Financial Advisor, you will play a crucial role in diagnosing complex financial situations, developing structured tasks, and refining how AI systems interpret and respond to common financial advisory requests. This is a chance to shape the future of financial technology with your practical knowledge.
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 generated by AI for 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 and advanced knowledge of personal finance topics, including retirement planning, tax optimization strategies, investment strategies, estate planning, and comprehensive risk management.
- Exceptional written communication skills, demonstrating strong grammar, clarity, and conciseness.
- Proven ability to explain complex financial concepts in a structured, accessible, and understandable manner.
- Demonstrated experience working independently and consistently meeting deadlines within a remote work environment.
Engagement Details
This role is an hourly contract position with an expected workload of approximately 15 hours per week, with potential flexibility to increase up to 30+ hours based on project needs. The initial project duration is about 3–4 weeks, with a strong possibility for extension. This is an immediate start opportunity, structured as an independent contractor engagement, fully remote with a flexible schedule. Candidates must be legally able to work as independent contractors in the United States, United Kingdom, Canada, Europe, Singapore, Dubai, or Australia.
Key skills/competency
- Financial Planning
- Investment Strategies
- Tax Optimization
- Estate Planning
- Risk Management
- AI Research
- Financial Analysis
- Written Communication
- Remote Work
- Domain Expertise
How to Get Hired at Nexus Consulting
- Understand Nexus Consulting's mission: Research Nexus Consulting's project goals and client focus to align your application with their innovative AI initiatives in finance.
- Tailor your resume for financial AI: Highlight your 4+ years of financial advisory experience, especially expertise in retirement, tax, investments, and your ability to explain complex concepts, demonstrating suitability for this Financial Advisors role.
- Showcase independent work experience: Emphasize your proficiency in remote environments and meeting deadlines, crucial for this independent contractor position.
- Prepare for domain-specific questions: Be ready to discuss real-world financial scenarios and how your expertise can inform AI system development in your interview.
- Demonstrate strong written communication: As this role involves written explanations, prepare to showcase your clarity and precision in financial reasoning.
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