Remote | Personal Financial Advisor — $90–$110/hour

We are sharing a specialised remote consulting opportunity for experienced Personal Financial Advisors with deep expertise in financial planning, investment strategies, retirement planning, wealth management, and individual financial advisory services to contribute their professional knowledge to advanced AI training and evaluation initiatives.

Selected professionals will analyse realistic personal finance scenarios, evaluate investment recommendations, assess financial planning strategies, and provide expert feedback on AI-generated financial content. The work combines practical client advisory experience with financial analysis, regulatory awareness, structured evaluation, and collaborative research. Professionals will work alongside another financial expert to compare approaches, discuss recommendations, and help improve the accuracy and relevance of AI systems operating in personal financial planning environments. Prior AI experience is not required.

Key Responsibilities

Personal Financial Planning & Advisory Analysis

• Review and analyse realistic personal financial planning scenarios reflecting individual and household financial needs
• Evaluate financial situations involving income, savings, debt management, investments, and long-term financial objectives
• Assess the suitability of financial planning approaches based on individual circumstances and financial priorities
• Apply practical client advisory experience to identify important financial considerations and planning opportunities
• Develop clear, structured explanations of personalised financial strategies and recommendations

Investment Strategies & Portfolio Evaluation

• Analyse investment strategies, asset allocation approaches, and portfolio management considerations
• Evaluate investment recommendations in relation to individual financial objectives, risk tolerance, and investment preferences
• Examine financial products, diversification strategies, and long-term wealth accumulation approaches
• Assess the reasoning behind portfolio recommendations and identify relevant financial assumptions
• Provide expert commentary on investment planning methodologies, suitability considerations, and established advisory practices

Retirement, Tax & Wealth Planning

• Evaluate retirement planning scenarios involving long-term savings, investment allocation, and financial preparedness
• Analyse financial planning considerations related to taxation, estate planning, and wealth management
• Review strategies for balancing current financial needs with long-term retirement and financial objectives
• Assess hypothetical client situations involving debt obligations, savings priorities, and financial planning decisions
• Apply practical financial advisory judgement to explain the implications of different planning approaches

AI Training & Financial Content Evaluation

• Develop realistic financial planning questions, case studies, and structured advisory scenarios for AI training and evaluation
• Review and validate AI-generated financial analyses, investment explanations, and personalised planning recommendations
• Identify financial inaccuracies, incomplete reasoning, and areas requiring greater analytical or regulatory precision
• Evaluate financial planning materials for consistency with applicable regulatory requirements and industry best practices
• Provide detailed written feedback to improve the accuracy, clarity, and practical relevance of AI-generated financial content

Collaborative Financial Research & Quality Assurance

• Collaborate with another experienced financial professional to evaluate planning scenarios and compare advisory approaches
• Discuss alternative investment strategies, financial recommendations, and client-specific planning considerations
• Produce clear financial analyses, structured research summaries, and detailed evaluation feedback
• Communicate sophisticated financial concepts effectively through written explanations and professional discussions
• Support consistent quality standards, accurate financial reasoning, and continuous improvement of specialised project deliverables

Ideal Profile

• Substantial professional experience working directly with individual clients or families in a personal financial advisory capacity
• Background as a Personal Financial Advisor, Financial Planner, Wealth Manager, Investment Advisor, or comparable client-facing financial professional
• Strong expertise in personal financial planning, investment strategies, retirement planning, and long-term wealth management
• Practical experience developing personalised financial plans and investment recommendations based on individual client objectives
• Demonstrated ability to assess financial situations, investment preferences, risk tolerance, and long-term financial needs
• Strong understanding of savings strategies, debt management, financial products, and portfolio allocation
• Familiarity with retirement planning, tax considerations, estate planning, and broader personal wealth management principles
• Experience evaluating investment suitability, diversification strategies, and financial planning recommendations
• Knowledge of relevant financial advisory regulations, compliance expectations, and industry best practices
• Strong analytical reasoning, financial judgement, critical-thinking, and problem-solving capabilities
• Ability to interpret complex financial information and develop clear, actionable analytical conclusions
• Excellent written and verbal communication skills, including the ability to explain financial concepts to individuals with different levels of financial knowledge
• Demonstrated experience conducting one-on-one client consultations and assessing personalised financial planning requirements
• Ability to collaborate effectively with another financial professional and discuss differing advisory approaches constructively
• Availability to collaborate during overlapping North American or Latin American working hours
• Strong attention to detail and commitment to producing accurate, well-structured financial analyses
• Prior experience with AI training, model evaluation, or financial technology applications is not required

Engagement Details

• Freelance / contract engagement
• Remote — North America and Latin America
• Compensation: $90–$110/hour
• 45 available openings
• Specialised financial consulting role spanning personal financial planning, investment strategies, retirement planning, and AI training
• Work will involve financial scenario analysis, investment recommendation assessment, regulatory review, and AI-generated content evaluation
• Assignments will draw on practical experience advising individuals and families on personalised financial decisions
• Collaborative Format: Professionals will be paired with another financial expert to discuss scenarios, compare recommendations, and provide structured feedback
• Availability for overlapping North American or Latin American working hours is required for collaborative activities
• Prior experience working with AI systems is not required
• Work must be completed without using confidential or proprietary information belonging to any employer, client, institution, or other third party

About the Platform

This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams.

By submitting this application, you acknowledge that your information may be processed by 24-MAG LLC for recruitment and opportunity matching in accordance with our Privacy Policy: https://www.24-mag.com/privacy-policy