Personal Financial Advisor, Part-Time AI Financial Review - Remote

Review scenarios involving personal financial advice and explain whether each recommendation suits the client's goals, risk tolerance and preferences.

AI companies need personal financial advisors to review planning work prepared for individuals and families. In this project, advisors examine investment strategies, retirement plans and recommendations in light of each client's goals, comfort with risk and investment preferences. They also verify that planning documents are accurate, meet regulatory requirements and follow accepted industry practices, then explain financial concepts and recommendations in clear language.

This is that work, done remotely around your schedule.

• Evaluate investment strategies and retirement plans in relation to each client's goals, comfort with risk and investment preferences
• Analyze debt management and long-term financial decisions
• Verify that financial planning documents are accurate, meet regulatory requirements and follow industry best practices
• Explain financial concepts and recommendations in plain written and spoken language

• Get paid $90–$110 an hour
• Use your client advisory experience on scenarios involving personal financial planning
• Review financial advice in light of individual goals, risk tolerance and investment preferences
• Fully remote and flexible, no fixed shifts, no commute

• Experience providing one-on-one financial advice to individual clients or families
• Knowledge of personal financial planning; familiarity with retirement, investments, tax planning and estate planning; understanding of wealth management and financial products; and knowledge of portfolio management, asset allocation and relevant regulatory requirements
• Professional fluency in English and clear written and spoken communication
• No AI experience needed.

• $90–$110 per hour, paid hourly as an independent contractor
• Part-time, flexible schedule; fully remote, United States

Open Train AI connects experienced professionals with paid, part-time AI training work: shaping and improving the AI systems that companies are building right now.