Finance Specialist
@ Taskify

Hybrid
$180,000
Hybrid
Contractor
Posted 10 hours ago

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XXXXXXXXXX XXXXXXXXXXX XXXXXXXX******* @taskify.com
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Job Details

About the Finance Specialist Role

One of our clients is hiring experienced Financial Advisors to collaborate with a leading AI research lab on a groundbreaking project. In this role, you’ll apply your real-world financial expertise to help design, test, and refine AI systems that simulate wealth management, retirement planning, and investment advisory workflows.

Key Responsibilities

  • Evaluate AI-generated financial plans and advisory outputs for accuracy and compliance.
  • Calibrate investment and retirement planning models for soundness and suitability.
  • Simulate and audit workflows such as asset allocation, risk profiling, and income planning.
  • Review and refine AI-produced financial reports, recommendations, and 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.
  • Excellent written and verbal communication skills for explaining financial strategies.

Key skills/competency

  • Financial Analysis
  • Wealth Management
  • Retirement Planning
  • Investment Strategies
  • Risk Profiling
  • Compliance
  • AI Systems
  • Reporting
  • Auditing
  • Communication
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How to Get Hired at Taskify

🎯 Tips for Getting Hired

  • Customize your resume: Tailor financial expertise and AI experience.
  • Showcase industry skills: Highlight advisory and compliance knowledge.
  • Prepare examples: Discuss relevant financial planning scenarios.
  • Research Taskify: Understand their AI projects and client focus.

📝 Interview Preparation Advice

Technical Preparation

Review AI financial system methodologies.
Practice evaluating financial models.
Study risk profiling techniques.
Brush up on compliance audit processes.

Behavioral Questions

Describe a complex client financial scenario.
Explain handling a challenging advisory conflict.
Share teamwork experiences with cross-functional projects.
Detail a time when you improved a financial process.

Frequently Asked Questions