Finance Expert (Remote)
Posted 1 day ago by Keystone Recruitment
Negotiable
Undetermined
Remote
EMEA
Summary: The Finance Expert role is a remote, independent contractor position focused on providing expertise in personal financial advisory for an AI research initiative. The position involves diagnosing financial scenarios, creating structured tasks, and refining AI systems' understanding of financial advisory requests. Candidates should have significant experience in financial planning and be able to communicate complex concepts clearly. This role offers flexibility in workload and scheduling, with an expected commitment of around 15 hours per week.
Key Responsibilities:
- Create realistic tasks and deliverables based on common client-facing financial advisory scenarios
- Develop structured examples that reflect real-world financial planning challenges
- Review and refine financial outputs for clarity, accuracy, and practical relevance
- Provide written explanations and reasoning to support financial recommendations
Key Skills:
- 4+ years of professional experience as a Personal Financial Advisor or in a related financial planning role
- Strong knowledge of personal finance topics such as retirement planning, tax optimization, investment strategies, estate planning, and risk management
- Excellent written communication skills with strong grammar and clarity
- Ability to explain complex financial concepts in a structured and accessible way
- Experience working independently and meeting deadlines in a remote environment
Salary (Rate): undetermined
City: undetermined
Country: undetermined
Working Arrangements: remote
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
Title: Finance Expert (Remote)
Engagement: Hourly contract (independent contractor)
Rate: USD 90-150/hour
Location: Remote – candidates based in the United States, United Kingdom, Canada, Europe, Singapore, Dubai, or Australia who are legally able to work as independent contractors in their jurisdiction.
About the Role
One of our clients is seeking experienced Personal Financial Advisors to contribute domain expertise to an AI research initiative focused on improving financial reasoning and decision-making systems. This engagement centers on diagnosing real-world financial scenarios, creating structured tasks, and helping refine how AI systems understand and respond to common financial advisory requests. It’s an opportunity to apply your professional expertise in a flexible, fully remote setting.
Key Responsibilities
- Create realistic tasks and deliverables based on common client-facing financial advisory scenarios
- Develop structured examples that reflect real-world financial planning challenges
- Review and refine financial outputs for clarity, accuracy, and practical relevance
- Provide written explanations and reasoning to support financial recommendations
Ideal Qualifications
- 4+ years of professional experience as a Personal Financial Advisor or in a related financial planning role
- Strong knowledge of personal finance topics such as retirement planning, tax optimization, investment strategies, estate planning, and risk management
- Excellent written communication skills with strong grammar and clarity
- Ability to explain complex financial concepts in a structured and accessible way
- Experience working independently and meeting deadlines in a remote environment
Engagement Details
Expected workload: ~15 hours per week, with flexibility to scale up to 30+ hours depending on project needs
Project duration: Approximately 3–4 weeks, with potential for extension
Start date: Immediate
Engagement type: Independent contractor
Location: Fully remote, flexible schedule
APPLY NOW !