Finance
Personal Financial Advisor
- Posted
- Location
- Global
- Openings
- 45
Role Title: Personal Financial Advisor
Role Type: Contractor
Location: Northern America, Latin America.
The company is engaging Personal Financial Advisors to contribute expert knowledge and insights to a customer's project centered around financial wellness for individuals. 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 clients.
- Evaluate investment strategies, retirement plans, and financial recommendations tailored to individual client needs.
- Analyze financial situations involving savings, investments, debt management, tax planning, and long-term financial goals.
- Share insights from your experience working one-on-one with clients, including assessing financial needs, risk tolerance, and investment preferences.
- Review financial planning materials for accuracy, regulatory compliance, and industry best practices.
- Explain financial concepts, planning strategies, and recommendations clearly in written and verbal formats.
- Collaborate with another financial expert to discuss different approaches, compare recommendations, and contribute to AI training.
Preferred Qualifications
- Professional experience working directly with individual clients or families in a one-on-one financial advisory role.
- Experience as a Personal Financial Advisor, Financial Planner, Wealth Manager, Investment Advisor, or similar client-facing professional.
- Strong knowledge of personal financial planning, including retirement, investments, tax planning, estate planning, and wealth management.
- Hands-on experience creating personalized financial plans and investment recommendations based on individual client goals.
- Experience assessing clients' financial situations, risk tolerance, investment objectives, and long-term financial needs.
- Good understanding of financial products, portfolio management, asset allocation, and relevant regulatory requirements.
- Strong communication skills and the ability to explain financial concepts clearly.
- Comfortable collaborating with another financial expert and available to work during overlapping North American or Latin American time zones.
Skills
- Written and verbal communication
- Regulatory Compliance
- Analytical skills
- Personal financial planning
- Investment strategies
This role at a glance
At $90–$110/hr, the Personal Financial Advisor role comes to about $7,800–$9,530 a month for 20 hours a week, or $15,600–$19,070 a month full time — roughly $187,000–$229,000 over a full year. These are estimates before tax; contract roles are paid for the hours you work. It was posted 3 days ago. Finance roles listed on RemoteJobsOne have stayed open a median of 22 days before closing, counted over the 26 that have closed so far. 4 people applied to this role through RemoteJobsOne in the last 30 days.
20 hours a week
$7,800–$9,530
a month, before tax
Full time
$15,600–$19,070
a month at 40 hours a week
A full year
$187,000–$229,000
full time, 52 weeks
Open for
3 days
Finance roles here close after about 22 days, counted over 26 that have closed. Apply while it is open.
How this pay compares
This role pays $90–$110/hr. Across the 19 hourly finance roles open on RemoteJobsOne right now, the median runs from $60 to $110 an hour, and published rates range from $30 to $350. Its top rate of $110 sits within the category's median range.
This role
$90–$110/hr
Finance median
$60–$110/hr · full spread $30 to $350
What these skills pay
Hourly pay across every open role on RemoteJobsOne that asks for the same skills as this one.
- Regulatory Compliance$140–$400/hr median
8 open roles · up to $400/hr
- Written and verbal communication$50–$80/hr median
19 open roles · up to $400/hr
Questions about this role
How much does the Personal Financial Advisor role pay?
It pays $90–$110/hr, which is about $15,600–$19,070 a month full time before tax. The rate is set by the employer and shown exactly as published.
Compare pay across remote rolesIs this Personal Financial Advisor job fully remote?
Yes. It is listed as a fully remote role, with the posting naming Global. You work from home, on your own equipment.
Is it full-time, part-time or contract work?
It is a contract role: you are paid for the hours you work, and you choose how many to take on within what the employer needs.
How remote contract work worksWhat skills does the Personal Financial Advisor role ask for?
The posting asks for Written and verbal communication, Regulatory Compliance, Analytical skills, Personal financial planning and Investment strategies. Naming them clearly in your application helps.
How do I apply for Personal Financial Advisor?
Press Apply on this page and enter your name and email. We email you your personal application link straight away, and you can continue at once to the employer's hiring platform to finish. Most roles there ask for a short AI interview afterwards — voice or video, in your browser. Then watch your email: the next steps arrive there.
How to prepare for the AI interview
Before you apply
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