[Hiring] Finance Specialist REMOTE USA
Position: Finance Specialist
Date Posted: September 24, 2025
Industry: AI Research / Financial Services
Employment Type: Contract (Independent Contractor), Part-time
Experience: 2+ years (Financial advisory / wealth management experience preferred)
Qualification: Bachelor’s degree in Finance, Business, Economics, or related field; advanced certifications (CFP, CFA, CPA, ChFC) are a strong plus
Salary: $70–$95 USD/hour
Location: United States, REMOTE
Company: Confidential
Description:
Role Overview
Our client — a leading AI research lab — is looking for experienced financial professionals to help design, evaluate, and refine AI-driven financial-advice systems. You’ll apply real-world advisory expertise to ensure AI outputs (investment, retirement, and planning recommendations) are accurate, compliant, and suitable for typical client scenarios.
Key Responsibilities
- Review and assess AI-generated financial plans and recommendations for correctness, compliance, and client fit.
- Calibrate investment and retirement-planning models to ensure they are financially sound and aligned with client goals.
- Simulate advisory workflows such as asset allocation, risk profiling, and retirement-income modeling to validate AI behavior.
- Audit and refine AI-produced reports, adjusting assumptions and narratives so they reflect practical, real-world advice.
- Work asynchronously with product and research teams to surface issues, improve model reliability, and increase trustworthiness in outputs.
Ideal Qualifications
- 2+ years of experience as a Financial Advisor, Wealth Manager, or in a similar advisory role.
- Bachelor’s degree in Finance, Business, Economics, or related discipline; professional certifications (CFP, CFA, CPA, ChFC) are highly valued.
- Deep understanding of financial planning topics (retirement, estate planning, investment strategies).
- Strong client-facing communication skills — able to explain complex strategies clearly and concisely.
- Familiarity with regulatory and compliance considerations and fiduciary responsibilities.
- Candidates located in the US, UK, Canada, Australia or Europe are preferred.
Project Timeline
- Start Date: Immediate
- Duration: 1–2 months
- Commitment: ~20 hours per week (part-time)
- Schedule: Fully remote and asynchronous; flexible hours
Compensation & Contract
- $70–$95 USD/hour, depending on experience and fit.
- Independent contractor engagement.
- Potential for performance-based bonuses at the project team’s discretion.
Application Process
- Submit your resume and the required application form.
- 15-minute AI-led screening interview focused on advisory expertise.
- Short paid 3-hour work trial with domain-specific tasks for shortlisted candidates.
- Commitment to equal opportunity and reasonable accommodations.
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