Finance Expert (Remote)
Posted 1 day ago by Keystone Recruitment
Negotiable
Undetermined
Remote
EMEA
Summary: The Finance Expert role involves providing expertise as a Personal Financial Advisor for an AI research initiative aimed at enhancing financial reasoning and decision-making systems. The position is fully remote and allows for flexible working hours, focusing on diagnosing financial scenarios and refining AI responses to advisory requests. Candidates must have significant experience in financial planning and the ability to communicate complex concepts clearly. This role is ideal for those looking to apply their financial expertise in a dynamic and innovative environment.
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
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