Financial Advisors
Nexus Consulting
Job Overview
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Job Description
About the Financial Advisors Role at Nexus Consulting
Nexus Consulting is seeking experienced Financial Advisors to contribute their domain expertise to an innovative 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
This is an hourly contract position with an expected workload of approximately 15 hours per week, offering flexibility to scale up to 30+ hours based on project needs. The project duration is estimated at 3–4 weeks, with potential for extension. The start date is immediate, and the role is fully remote with a flexible schedule.
Key skills/competency
- Personal Finance
- Financial Planning
- Investment Strategies
- Retirement Planning
- Tax Optimization
- Estate Planning
- Risk Management
- AI Research
- Financial Reasoning
- Written Communication
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.
- Tailor your resume: Customize your resume to highlight experience in personal finance, AI research contributions, and remote work, using keywords like "financial planning," "investment strategies," and "AI system development."
- Craft a compelling cover letter: Articulate how your 4+ years as a Financial Advisor directly align with improving AI financial reasoning systems at Nexus Consulting.
- Prepare for a detailed interview: Be ready to discuss specific examples of financial scenarios you've diagnosed and how you've explained complex concepts, showcasing your communication skills.
- Showcase remote work readiness: Demonstrate your ability to work independently, manage time effectively, and meet deadlines in a flexible, fully remote environment.
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