Personal Financial Advisor - AI trainer
Required Skills
Job Description
Job Title: Personal Financial Advisors
Job Type: Full-time
Location: Remote
Job Summary:
Join our customer's team as a Personal Financial Advisor and empower individuals to achieve their financial goals from the comfort of your home. Leverage your expertise in finance to replicate empathetic advisory interactions while contributing your knowledge to innovative AI-driven solutions.
Key Responsibilities:
- Assess clients' financial situations and develop comprehensive, tailored financial plans.
- Advise clients on investment strategies, tax optimization, retirement planning, and risk management.
- Demonstrate a high level of empathy and precision when communicating complex financial concepts.
- 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 abreast of industry trends and regulatory changes to ensure up-to-date financial guidance.
- Foster long-term relationships with clients by supporting their evolving financial goals.
Required Skills and Qualifications:
- Bachelor’s degree in finance, accounting, economics, or 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.
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.