Financial Advising Expert

4 weeks ago

Toronto Montreal Calgary Vancouver Edmonton Old Toronto Ottawa Mississauga Quebec Winnipeg Halifax Saskatoon Burnaby Hamilton Victoria Halton Hills Surrey London Regina Markham Brampton Vaughan Kelowna Laval Southwestern Ontario W, Canada Weekday AI (YC W21) Full time

OverviewThis role is for one of Weekday's clients. We are seeking experienced Financial Advisors to collaborate on a cutting-edge project with a leading AI research lab. In this role, you will apply your expertise in financial advising to help design, test, and refine advanced AI systems that replicate real-world wealth management, retirement planning, and investment advisory workflows. Your insights will be critical in ensuring AI-powered solutions are accurate, compliant, and effective in delivering high-quality financial advice. You will directly influence how AI handles core advisory functions such as retirement planning, investment portfolio construction, cash flow planning, and personalized financial strategies. Responsibilities Evaluate AI-generated financial plans and outputs for accuracy, compliance, and client suitability Calibrate investment and retirement planning models for soundness and alignment with client needs Simulate and review workflows such as asset allocation, risk profiling, and retirement income planning Refine AI-generated reports, recommendations, and financial documents for real-world client use cases Collaborate asynchronously with AI and product teams to enhance reliability and trust in AI-driven advisory systems Ideal Qualifications 2+ years of experience as a Financial Advisor, Wealth Manager, or related advisory role Bachelor's degree in Finance, Business, Economics, or related field; advanced certifications (CFP, CFA, CPA, ChFC) are a strong plus Strong knowledge of financial planning principles, including retirement, estate, and investment planning Excellent client-facing communication skills with the ability to explain complex strategies clearly Familiarity with compliance, regulatory standards, and fiduciary responsibilities in financial advising Project Timeline Start Date: Immediate Duration: 1-2 months Commitment: 20 hours/week, part-time Schedule: Fully remote and asynchronous - flexible working hours Compensation & Contract Competitive rate: $70-$95 USD/hour (based on experience) Performance-based bonuses available Independent contractor role Seniority level Associate Employment type Part-time Job function Other Industries IT Services and IT Consulting #J-18808-Ljbffr

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