Location: Remote | Open to candidates in the US, UK, Canada, Australia, or Europe.

About the Role

One of our clients is hiring an experienced Financial Professional to collaborate with a leading AI research lab on a groundbreaking project. In this role, you’ll apply your real-world financial expertise to help design, test, and refine AI systems that simulate wealth management, retirement planning, and investment advisory workflows.

Key Responsibilities

• Evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and client relevance.
• Calibrate investment and retirement planning models for financial soundness and suitability.
• Simulate and audit workflows such as asset allocation, risk profiling, and income planning.
• Review and refine AI-produced reports, recommendations, and financial strategies.

Qualifications / Skills Required

• 2+ years of experience as a Financial Advisor, Wealth Manager, or in a related role.
• Bachelor’s degree in Finance, Business, Economics, or related field.
• Strong understanding of retirement, estate, and investment planning principles.
• Excellent written and verbal communication skills for interpreting and explaining financial strategies.

Apply Now!