Engagement

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Hourly contract (independent contractor)

Rate

USD 90-150/hour

Location

Remote – candidates based in the United States, United Kingdom, Canada, Europe, Singapore, Dubai, or Australia who are legally able to work as independent contractors in their jurisdiction.

About the Role

One of our clients is seeking experienced Personal Financial Advisors to contribute domain expertise to an AI research initiative focused on improving financial reasoning and decision‑making systems.

This engagement centers on diagnosing real‑world financial scenarios, creating structured tasks, and helping refine how AI systems understand and respond to common financial advisory requests. It’s an opportunity to apply your professional expertise in a versátil, fully remote setting.

Key Responsibilities

Create realistic tasks and deliverables based on common client‑facing financial advisory scenarios

Develop structured examples that reflect real‑world financial planning challenges





Review and refine financial outputs for clarity, accuracy, and practical relevance

Provide written explanations and reasoning to support financial recommendations

Ideal Qualifications

4+ years of professional experience as a Personal Financial Advisor or in a related financial planning role

Strong knowledge of personal finance topics such as retirement planning, tax optimization, investment strategies, estate planning, and risk management

Excellent written communication skills with strong grammar and clarity xhfqzwm

Ability to explain complex financial concepts in a structured and accessible way

Experience working independently and meeting deadlines in a remote environment

Expected workload

~15 hours per week, with flexibility to scale up to 30+ hours depending on project needs

Project duration

Approximately 3–4 weeks, with potential for extension

Location

Fully remote, flexible schedule

Hay opciones de teletrabajo/trabajo desde casa disponibles para este puesto.

📌 Financial Advisors (Remote) - $90 - $150 An Hour - Remote (Valencia)
🏢 Quik Hire Staffing
📍 Valencia