Want to get hired at Taskify?

Finance Specialist

Taskify

HybridHybrid

Original Job Summary

Overview

Taskify is hiring a Finance Specialist to work remotely on a groundbreaking project in financial advising. In this role, you will collaborate with a leading AI research lab to design, test, and refine AI systems simulating wealth management, retirement planning, and investment advisory workflows.

Key Responsibilities

  • Evaluate AI-generated financial plans for accuracy, compliance, and relevance.
  • Calibrate investment and retirement planning models for financial soundness.
  • Simulate and audit workflows including asset allocation and risk profiling.
  • Review and refine AI-produced reports and financial strategies.

Qualifications / Skills Required

  • 2+ years of experience as a Financial Advisor, Wealth Manager, or similar role.
  • Bachelor’s degree in Finance, Business, Economics, or related field.
  • Strong understanding of retirement, estate, and investment planning principles.
  • Excellent communication skills for interpreting financial strategies.

Key skills/competency

  • Financial Analysis
  • Wealth Management
  • Retirement Planning
  • Investment Strategies
  • Risk Profiling
  • Compliance
  • Data Evaluation
  • AI Systems
  • Financial Modelling
  • Communication

How to Get Hired at Taskify

🎯 Tips for Getting Hired

  • Customize your resume: Highlight relevant financial advisory experience.
  • Research Taskify: Understand the company and its AI projects.
  • Focus on skills: Emphasize financial analysis and compliance.
  • Prepare examples: Demonstrate past financial model optimization.

📝 Interview Preparation Advice

Technical Preparation

Review AI financial systems.
Practice financial modelling techniques.
Brush up on compliance standards.
Evaluate risk profiling methodologies.

Behavioral Questions

Describe a complex financial decision.
Explain teamwork in remote settings.
Give an example of conflict resolution.
Discuss adapting to new technology.