Financial Advisor Expert at AfterQuery

Financial Advisor Expert | $75–120/hr | Worldwide Remote

AfterQuery is looking for experienced Financial Advisor Experts to help shape the future of AI in financial technology. In this flexible, fully remote contractor role, you will design and evaluate personal financial planning scenarios used to train and refine AI models — ensuring they can handle real-world wealth management challenges with accuracy and practical insight.

What You'll Do

• Create and refine complex personal financial planning challenges for AI model training.
• Design realistic financial advisory scenarios that test AI interpretation of investment strategies, client relationships, and wealth management principles.
• Evaluate AI-generated responses for accuracy, depth, and alignment with industry best practices.
• Help bridge the gap between proven financial advisory expertise and cutting-edge AI development.

Required Qualifications

• Active securities licenses (Series 7, Series 65/66, or equivalent) with proven experience as a financial advisor or wealth management professional.
• Strong understanding of investment products, financial planning strategies, and client advisory practices.
• Exceptional analytical, written, and verbal communication skills with a keen attention to detail.
• Bachelor's degree in Finance, Economics, Business, or a related field.

Compensation & Details

• Rate: $75 – $120/hr
• Type: Contractor (Flexible, Remote)
• Department: Finance

This is a meaningful opportunity to apply your financial expertise in an innovative space and make a tangible impact on how AI navigates the complexities of personal finance.