Financial Planning & Wealth Advisor

Position: Financial Planning & Wealth Advisor

Type: Contract

Compensation: $80–$110/hour

Location: Remote

About the Opportunity

This opportunity is for experienced Financial Planning & Wealth Advisors with expertise in financial planning, wealth management, investment strategies, retirement planning, portfolio management, and risk assessment to contribute to advanced AI research and evaluation projects . You'll apply your financial expertise to evaluate expert-level financial content, assess AI-generated outputs, and help improve the accuracy, reasoning, and performance of next-generation AI systems.

No prior AI experience is required. Your financial planning and wealth management expertise are the primary qualifications for success in this role. Professionals with backgrounds in investment advisory, retirement planning, tax-efficient investing, estate planning, or private wealth management are especially encouraged to apply.

Responsibilities

- Review and evaluate AI-generated financial content for technical accuracy, completeness, and professional quality.
- Apply expertise in financial planning, wealth management, portfolio construction, retirement planning, and investment analysis .
- Analyze client financial goals, investment portfolios, market trends, and risk profiles to assess financial strategies.
- Develop and evaluate personalized wealth management recommendations aligned with industry best practices.
- Translate complex financial planning concepts into clear, structured documentation for AI training and evaluation.




- Collaborate with interdisciplinary teams to ensure financial accuracy, consistency, and content quality .
- Apply structured evaluation frameworks and skilled judgment to improve AI model performance .

Required Qualifications

- Bachelor's degree or higher in Finance, Accounting, Economics, Business Administration, or a related discipline .
- Strong experience in financial planning, wealth management, investment advisory, portfolio management, and client relationship management .
- Professional certification such as CFP®, CFA®, ChFC®, or equivalent is highly preferred.
- Excellent analytical thinking, financial reasoning, and problem-solving skills .
- Strong written and verbal communication skills with exceptional attention to financial detail.
- Ability to work independently in a fully remote environment .

Preferred Qualifications

- Master's degree in Finance, Business Administration (MBA), Economics, or a related field .
- Experience in private wealth management, financial consulting, asset management, or retirement planning .
- Familiarity with AI, machine learning, financial data annotation, or AI model evaluation .
- Experience developing financial evaluation frameworks, quality assurance processes, or compliance review standards .
- Experience collaborating with cross-functional or remote teams .

Compensation

- Competitive compensation of $80–$110/hour.
- Weekly payments.
- Independent contractor engagement.

Application Process

1. Easy Apply on LinkedIn
2. Check Email for Next Steps
3. Participate in Resume Evaluation & Interview Stage

📌 Financial Planning & Wealth Advisor (Remote | ) (India)
🏢 Synthires
📍 India