Personal Financial Advisor

Role Title: Personal Financial Advisor

Role Type: Contractor

Location: Northern America, Latin America.

We are engaging Personal Financial Advisors to contribute expert knowledge and insights to a customer's project centered around financial wellness for individuals. In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. This engagement matches experienced professionals in pairs, leveraging your availability to facilitate impactful collaboration.
Required Skills

- personal financial planning

- investment strategies

- regulatory compliance

- written and verbal communication

- analytical skills

Scope of Work

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Review and provide feedback on personal financial planning scenarios based on your experience advising individual clients.

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Evaluate investment strategies, retirement plans, and financial recommendations tailored to individual client needs.

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Analyze financial situations involving savings, investments, debt management, tax planning, and long-term financial goals.

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Share insights from your experience working one-on-one with clients, including assessing financial needs, risk tolerance, and investment preferences.

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Review financial planning materials for accuracy, regulatory compliance, and industry best practices.

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Explain financial concepts, planning strategies, and recommendations clearly in written and verbal formats.

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Collaborate with another financial expert to discuss different approaches, compare recommendations, and contribute to AI training.

Preferred Qualifications

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Professional experience working directly with individual clients or families in a one-on-one financial advisory role.

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Experience as a Personal Financial Advisor, Financial Planner, Wealth Manager, Investment Advisor, or similar client-facing professional.

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Strong knowledge of personal financial planning, including retirement, investments, tax planning, estate planning, and wealth management.

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Hands-on experience creating personalized financial plans and investment recommendations based on individual client goals.

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Experience assessing clients' financial situations, risk tolerance, investment objectives, and long-term financial needs.

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Good understanding of financial products, portfolio management, asset allocation, and relevant regulatory requirements.

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Strong communication skills and the ability to explain financial concepts clearly.

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Comfortable collaborating with another financial expert and available to work during overlapping North American or Latin American time zones.

Originally posted on Himalayas