Remote Personal Financial Advisor

Turing is looking for experienced financial advisors and planners with a strong background in personal finance, investment management, retirement planning, and tax optimization.

Role Overview

* In this role, you will work on projects that help fine-tune and evaluate large language models (LLMs) using your financial advisory knowledge and communication skills. * No prior AI experience is required. * These projects will help you learn how to leverage AI to improve client experience, strengthen advisory workflows, and enhance the quality of financial planning insights.

What Does Day-to-Day Look Like

* Design and solve real-world financial advisory scenarios and case studies to assess AI reasoning. * Write clear, structured, and high-quality financial solutions that reflect real-world advisory decisions. * Collaborate with AI researchers to improve model understanding of concepts such as risk profiling, asset allocation, and investment strategy. * Help define and refine evaluation benchmarks based on financial planning principles, regulatory standards, and industry best practices.

Requirements

* 4+ years of experience as a Personal Financial Advisor, Wealth Manager, Financial Consultant, or similar role. * Bachelor’s or Master’s degree in Finance, Economics, Accounting, Business Administration, or a related field. * Professional certifications such as CFP®, CFA®, or CPA® are preferred but not mandatory. * Strong English communication and analytical skills. * Ability to explain complex financial concepts in simple, client-focused language using data and visuals where needed.

Perks of Freelancing with Turing & Offer Details

* Strong compensation (exact amount varies by project). * Work in a fully remote environment. * Engagement type: Contractor assignment/freelancer, potentially full-time. * Duration of projects: approximately 1 month (with possibility for extension).

What Turing is NOT seeking from your expertise

* Conf