Taskify AI · 6 hours ago
Personal Financial Advisor (Remote)
United States
Contract
Remote
Mid Level
4+ years expTaskify AI is seeking experienced personal financial advisors and planners to contribute domain expertise to AI evaluation and improvement projects. In this role, you will apply your professional background in personal finance, investment management, retirement planning, and tax-efficient strategies to help evaluate and refine AI systems.
Higher Education
Responsibilities
Design and analyze real-world financial advisory scenarios and case studies to assess AI reasoning and outputs
Develop clear, structured financial analyses and recommendations aligned with real-world advisory practices
Collaborate with research teams to improve AI understanding of risk profiling, asset allocation, and investment strategy
Help define and refine evaluation benchmarks based on financial planning principles, regulatory considerations, and industry best practices
Qualification
Required
Minimum of 4 years of professional experience in one or more of the following roles: Personal Financial Advisor, Wealth Manager, Financial Consultant, Related financial planning role
Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field, or equivalent professional experience
Ability to communicate clearly in English, including explaining complex financial concepts in a client-focused and structured manner
Legally authorized to work as an independent contractor in your country or region of residence
Preferred
Professional certifications such as CFP®, CFA®, or CPA® are preferred but not required
Company
Taskify AI
While our platform provides the intelligence, our Staffing & Placement team provides the results.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase