Personal Financial Advisor (English)

The work

You will review personal financial planning scenarios and give clear feedback based on client advisory experience. The work supports an AI training project focused on financial wellness for individuals.

The listing uses the title Personal Financial Advisor, while the described work centers on reviewing personal financial planning scenarios. Review the duties and qualifications before applying.

• Assess investment strategies, retirement plans, and recommendations against client goals, risk tolerance, and investment preferences.
• Analyze savings, investments, debt management, tax planning, estate planning, and long-term financial decisions.
• Check financial planning materials for accuracy, regulatory compliance, and industry best practices.
• Explain financial concepts, planning strategies, and recommendations in clear written and verbal formats.
• Compare approaches with another financial expert and contribute financial planning knowledge to AI training.

What it pays and takes

This is a part-time contractor opportunity for experienced, client-facing financial professionals. No previous AI training experience is required.

• Pay: $90 to $110 per hour.
• Location: Open to candidates in Algeria, Argentina, Austria, Bahrain, Bangladesh, Belgium, Brazil, Canada, Chile, Colombia, Denmark, Egypt, France, Germany, Ghana, Greece, India, Indonesia, Italy, Japan, Jordan, Kazakhstan, Kenya, Kuwait, Kyrgyzstan, Lebanon, Malaysia, Mexico, Morocco, the Netherlands, Nigeria, Oman, Pakistan, Palestinian Territories, Peru, the Philippines, Portugal, Qatar, Saudi Arabia, Singapore, South Africa, Spain, Sri Lanka, Switzerland, Taiwan, Thailand, Tunisia, the United Arab Emirates, the United Kingdom, the United States, Uzbekistan, and Vietnam.
• Language: Professional fluency in English.
• Experience: One-on-one financial advising for individual clients or families.
• Knowledge: Personal financial planning, retirement, investments, tax planning, estate planning, wealth management, financial products, portfolio management, asset allocation, and relevant regulatory requirements.
• Skills: Creating personalized financial plans and investment recommendations; assessing financial needs, risk tolerance, investment objectives, and long-term priorities; communicating clearly in writing and speech.
• Collaboration: Comfort working with another financial expert during overlapping North American or Latin American time zones.

How it works

You apply here in about two minutes and finish on the hiring platform. The next step is a short AI interview (technical roles include a coding challenge). Passing it is how you qualify for paid tasks, so take it soon after you are invited.

The hiring platform's application for this job asks for your resume, your LinkedIn profile, your phone number, your location and answers to 3 screening questions.

About AI training work

AI training is the human work behind many AI systems. People review examples, rate model responses, and provide expert feedback so models can produce more useful and reliable results.

Experienced professionals are paid for applying real subject knowledge to these tasks, including reviewing financial advice and evaluating whether recommendations fit a person’s goals and situation.