Finance Specialist
@ Taskify

Hybrid
$180,000
Hybrid
Contractor
Posted 20 hours ago

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XXXXXXXXX XXXXXXXXXXX XXXXXX****** @taskify.com
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Job Details

About the Role

The Finance Specialist role at Taskify is for experienced Financial Advisors collaborating with a leading AI research lab. You will apply your financial expertise 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 and compliance.
  • Calibrate investment and retirement planning models for soundness.
  • Simulate and audit workflows such as asset allocation and risk profiling.
  • Review and refine AI-produced reports and financial strategies.

Qualifications / Skills Required

  • 2+ years of experience in financial advising, wealth management, or related field.
  • Bachelor’s degree in Finance, Business, Economics, or related discipline.
  • Strong understanding of retirement, estate, and investment planning principles.
  • Excellent communication skills for explaining financial strategies.

Key skills/competency

  • Financial Analysis
  • Advising
  • Wealth Management
  • AI Systems
  • Retirement Planning
  • Investment Strategy
  • Compliance
  • Risk Profiling
  • Asset Allocation
  • Communication
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How to Get Hired at Taskify

🎯 Tips for Getting Hired

  • Customize Resume: Tailor your experience in finance and AI.
  • Showcase Expertise: Highlight financial advisory skills clearly.
  • Network: Connect with Taskify employees on LinkedIn.
  • Prepare Insights: Review Taskify projects and AI innovations.

📝 Interview Preparation Advice

Technical Preparation

Review financial modeling basics.
Study AI applications in finance.
Practice compliance and risk auditing.
Familiarize with asset allocation tools.

Behavioral Questions

Describe past financial advising challenges faced.
Explain collaboration in cross-functional teams.
Detail how you manage tight deadlines.
Share experience adapting to new technologies.

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