Personal Financial Advisor, Remote
Xperteez Technology
AI assistant
Job Description
Role Title: Personal Financial Advisor
Role Type: Contract
Location: Northern America, Latin America
Required Skills
Personal financial planning
Investment strategies
Regulatory compliance
Written and verbal communication
Analytical skills
In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. This engagement matches experienced professionals in pairs, leveraging your availability to facilitate impactful collaboration.
Scope of Work
Review and provide feedback on personal financial planning scenarios based on your experience advising individual