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.
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