Financial Advising Expert

This role is for one of the 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.

Key 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