Personal Financial Advisor - AI Trainer - Remote

Overview

Join our customer's team as a Personal Financial Advisor and empower individuals to reach their financial goals from the comfort of your home.

In Short

• Assess clients' financial situations and develop comprehensive, tailored financial plans.
• Advise clients on investment strategies, tax optimization, retirement planning, and risk management.
• Communicate complex financial concepts with high levels of empathy and precision.
• Collaborate with AI specialists to provide subject matter expertise for model development.
• Replicate real-world advisory interactions to guide and refine AI responses.
• Stay informed about industry trends and regulatory changes.
• Foster long-term relationships with clients.

Requirements

• Bachelor’s degree in finance, accounting, economics, or a related field.
• Proven experience in personal financial planning and tax strategies.
• Exceptional written and verbal communication skills.
• Strong analytical and problem-solving abilities.
• Ability to distill complex financial information into actionable insights.
• Comfortable with remote collaboration tools.
• Demonstrated integrity and professionalism.

Benefits

• Opportunity to work remotely.
• Autonomy and efficiency in your role.
• Environment of opportunities, learning, and growth.
• Challenging projects and collaboration with professionals.