We are looking for Personal Financial Advisor candidates for a project delivered through the hiring partner.
What you'll do
- 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.
Nice to have
- 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.
Expertise
Also listed: written and verbal communication, analytical skills.
Who you work with
Project and contracting process: the hiring partner. Applications continue on the provider's website.
Pay and hours
This role pays $90–$110/hr. The work is remote. That is in line with the $100 an hour median for finance roles open now.
Who can apply from where
Open to candidates in United States, Canada, Mexico, Costa Rica, El Salvador, Guatemala, Honduras, Nicaragua, Panama, Argentina, Bolivia, Brazil +9. With a profile, Tier1 checks your country and languages against this role and every other before you apply.