Finance Executive (Remote)
Posted 2 days ago by Taskify
Negotiable
Undetermined
Remote
United Kingdom
Summary: The Finance Executive role involves collaborating with an AI research lab to enhance financial systems related to wealth management and investment advisory. The position requires applying financial expertise to evaluate and refine AI-generated financial plans and workflows. Candidates should have a strong background in finance and excellent communication skills. This is a remote contract position open to candidates in various countries including the UK.
Key Responsibilities:
- Evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and client relevance.
- Calibrate investment and retirement planning models for financial soundness and suitability.
- Simulate and audit workflows such as asset allocation, risk profiling, and income planning.
- Review and refine AI-produced reports, recommendations, and financial strategies.
Key Skills:
- 2+ years of experience as a Financial Advisor, Wealth Manager, or in a related role.
- Bachelor’s degree in Finance, Business, Economics, or related field.
- Strong understanding of retirement, estate, and investment planning principles.
- Excellent written and verbal communication skills for interpreting and explaining financial strategies.
Salary (Rate): undetermined
City: undetermined
Country: United Kingdom
Working Arrangements: remote
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Finance
We're Hiring Finance Executive (Remote, Contract) | Earn Up To $15,000 Per Month
Location: Remote | Open to candidates in the US, UK, Canada, Australia, or Europe.
About the Role
One of our clients is hiring an experienced Finance Associate to collaborate with a leading AI research lab on a groundbreaking project. In this role, you’ll apply your real-world financial expertise to help design, test, and refine AI systems that simulate wealth management, retirement planning, and investment advisory workflows.
Key Responsibilities
- Evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and client relevance.
- Calibrate investment and retirement planning models for financial soundness and suitability.
- Simulate and audit workflows such as asset allocation, risk profiling, and income planning.
- Review and refine AI-produced reports, recommendations, and financial strategies.
Qualifications / Skills Required
- 2+ years of experience as a Financial Advisor, Wealth Manager, or in a related role.
- Bachelor’s degree in Finance, Business, Economics, or related field.
- Strong understanding of retirement, estate, and investment planning principles.
- Excellent written and verbal communication skills for interpreting and explaining financial strategies.
Apply Now!