Personal Financial Advisor

Role Title: Personal Financial Advisor Role Type: Contractor Location: Northern America, Latin America. We are engaging Personal Financial Advisors to contribute expert knowledge and insights to a customer's project centered around financial wellness for individuals. In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. This engagement matches experienced professionals in pairs, leveraging your availability to facilitate impactful collaboration. Required Skills personal financial planning investment strategies regulatory compliance written and verbal communication analytical skills Scope of Work Review and provide feedback on personal financial planning scenarios based on your experience advising individual clients. Evaluate investment strategies, retirement plans, and financial recommendations tailored to individual client needs. Analyze financial situations involving savings, investments, debt management, tax planning, and long-term financial goals. Share insights from your experience working one-on-one with clients, including assessing financial needs, risk tolerance, and investment preferences. Review financial planning materials for accuracy, regulatory compliance, and industry best practices. Explain financial concepts, planning strategies, and recommendations clear