Personal Financial Advisor (AI)

Location: Remote; North America and Latin America, with availability during overlapping North American or Latin American time zones.

Salary: $90–$110 per hour.

Company

hirify.global is engaging financial professionals for a project that improves individual financial wellness and AI-generated financial guidance.

What you will do

• Review personal financial planning scenarios and provide expert feedback based on practical experience advising individuals and families.
• Evaluate investment strategies, retirement plans, and financial recommendations against individual client needs and objectives.
• Analyze savings, investments, debt management, tax planning, estate planning, wealth management, risk tolerance, and long-term financial goals.
• Review planning materials and recommendations for accuracy, regulatory compliance, and alignment with industry best practices.
• Explain financial concepts, planning strategies, and recommendations through written assessments and verbal discussions.
• Collaborate with another financial expert to compare approaches and improve the quality, relevance, and reliability of AI-generated financial guidance.

Requirements

• Professional experience working directly with individuals or families in personal financial advisory or financial planning.
• Experience as a Personal Financial Advisor, Financial Planner, Wealth Manager, Investment Advisor, or in a similar client-facing position.
• Strong knowledge of personal financial planning, including retirement planning, investments, tax planning, estate planning, and wealth management.
• Hands-on experience developing personalized financial plans and investment recommendations based on individual client goals and circumstances.
• Experience evaluating clients' financial situations, risk tolerance, investment objectives, and long-term financial needs.
• Good understanding of financial products, portfolio management, asset allocation, and applicable regulatory requirements.
• Excellent written and verbal communication skills, with the ability to explain complex financial concepts clearly and effectively.
• Ability to collaborate professionally with another financial expert, compare perspectives, and provide constructive feedback.
• Availability to work during overlapping North American or Latin American time zones.

Nice to have

• No prior AI experience is required; practical financial advisory expertise and client-facing experience are the key requirements.

Culture & Benefits

• Remote contractor engagement.
• Collaboration with another financial expert to compare approaches and develop high-quality insights.
• Opportunity to contribute financial expertise to AI training and improve AI-generated guidance.