Personal Financial Advisor (AI)

Location: Remote

Salary: $90–$110 per hour

Company

hirify.global is running an AI training project focused on personal finance and financial wellness.

What you will do

• Review financial planning scenarios and provide expert feedback for AI-generated financial guidance.
• Evaluate investment strategies, portfolio recommendations, asset allocation, and simulated financial plans.
• Assess financial materials for regulatory compliance and industry best practices.
• Analyze hypothetical client situations to identify risks, opportunities, and suitable solutions.
• Explain financial concepts and planning decisions clearly in written and verbal communication.
• Collaborate with another expert to compare approaches and submit accurate training data and documentation.

Requirements

• Extensive experience as a Personal Financial Advisor, Wealth Manager, Financial Planner, or Investment Advisor serving individual clients.
• Strong knowledge of retirement, education, tax, and estate planning.
• Expertise in investment products, asset allocation, risk assessment, and portfolio construction.
• Understanding of regulatory compliance requirements for financial advisory services.
• Strong analytical, written, verbal, and collaborative communication skills.

Culture & Benefits

• Remote contractor role.
• No prior AI experience is required.
• Work in expert pairs to compare financial planning approaches.