Remote Certified Personal Financial Planning & Wealth Advisor — AI Research & Domain Evaluation

ZR Talent Group is recruiting a qualified Remote Certified Personal Financial Planning & Wealth Advisor — AI Research & Domain Evaluation for a 100% remote contract opportunity ($90 - $110/hour) open to candidates across the United States, Canada, United Kingdom, Australia, New Zealand, Ireland, and South Africa. In this specialist engagement, you will collaborate with advanced AI research teams to design domain-specific evaluation scenarios, audit complex model reasoning, and establish gold-standard reference solutions in personal financial planning, investment strategies, regulatory compliance, written and verbal communication.

Prior experience building machine learning systems is not required—our research partners value authentic practitioner judgment, domain rigor, and clear analytical writing.

Key Responsibilities & Deliverables

• Review, assess, and provide feedback on financial planning scenarios and client cases.
• Develop and critique personal investment strategies and portfolio recommendations in simulated environments.
• Evaluate materials for regulatory compliance and industry best practices.
• Deliver clear and detailed explanations of financial concepts and planning decisions, both in writing and verbally, to support model learning.
• Analyze hypothetical financial situations, identifying potential risks, opportunities, and solutions based on individual client needs.
• Collaborate with another expert to compare approaches, discuss different perspectives, and generate diverse, high-quality data for AI training.
• Submit timely, actionable insights and documentation to advance the project’s objectives.

Required Qualifications & Technical Criteria

• Demonstrated professional or advanced academic background in personal financial planning, investment strategies, regulatory compliance, written and verbal communication.
• Strong analytical writing and critical evaluation skills in English.
• Self-directed work ethic suited for an asynchronous, 100% remote research environment.

Preferred Experience & Bonus Attributes

• Extensive experience as a personal financial advisor, wealth manager, financial planner, or investment advisor serving individual clients.
• Strong proficiency in personal financial planning, including retirement, education, tax, and estate strategies.
• Comprehensive command of investment vehicles, asset allocation, risk tolerance assessment, and portfolio construction.
• Demonstrated knowledge of regulatory compliance frameworks relevant to personal finance and advisory services.
• Exceptional analytical skills, with the ability to synthesize complex financial data and present clear, actionable recommendations.
• Outstanding written and verbal communication skills for articulating financial concepts to a broad audience.
• A collaborative mindset, open to working in expert pairs and engaging in constructive discussion.

Compensation, Remote Eligibility & Schedule

• Compensation Band: $90 - $110/hour
• Work Model: 100% Remote / Work From Home with flexible asynchronous scheduling
• Eligible Remote Locations: United States, Canada, United Kingdom, Australia, New Zealand, Ireland, and South Africa
• Current Openings: 45 active specialist positions
• Hiring Organization: ZR Talent Group
• Core Skills & Technologies: personal financial planning, investment strategies, regulatory compliance, written and verbal communication, analytical skills