Personal Financial Advisor - AI trainer

Summary

Join our customer's team as a Personal Financial Advisor and empower individuals to reach their financial goals from the comfort of your home. Utilize your expertise in finance to offer empathetic advisory interactions while contributing to innovative AI-driven solutions. You will assess clients' financial situations, develop tailored financial plans, advise on investment strategies, and communicate complex financial concepts clearly and empathetically. Collaboration with AI specialists to improve models and replication of real-world advisory interactions to refine AI responses are also key aspects of this role. Staying updated on industry trends and fostering long-term client relationships are crucial for success. This remote position offers the opportunity to contribute to a dynamic startup environment.

Requirements

• Bachelor’s degree in finance, accounting, economics, or a related field
• Proven experience in personal financial planning, tax strategies, and retirement planning
• Exceptional written and verbal communication skills, with a strong emphasis on empathy
• Strong analytical and problem-solving abilities with keen attention to detail
• Ability to distill complex financial information into actionable insights for diverse audiences
• Comfortable with remote collaboration tools and virtual advisory formats
• Demonstrated integrity, professionalism, and ethical judgment in all interactions

Responsibilities

• Assess clients' financial situations and develop comprehensive, tailored financial plans
• Advise clients on investment strategies, tax optimization, retirement planning, and risk management
• Communicate complex financial concepts with high levels of empathy and precision
• Collaborate with AI specialists to provide subject matter expertise for model development and improvement
• Replicate real-world advisory interactions to guide and refine AI responses in personal finance scenarios
• Stay informed about industry trends and regulatory changes to provide up-to-date financial guidance
• Foster long-term relationships with clients by supporting their evolving financial goals

Preferred Qualifications

• Professional certifications such as CFP, CPA, or CFA
• Experience working with AI, fintech platforms, or digital advisory tools
• Background in training or mentorship within financial services