Financial Advising Expert

This role is for one of the Weekday's clients

We are seeking experienced Financial Advisors to collaborate on a cutting-edge project with a leading AI research lab. In this role, you will apply your expertise in financial advising to help design, test, and refine advanced AI systems that replicate real-world wealth management, retirement planning, and investment advisory workflows. Your insights will be critical in ensuring AI-powered solutions are accurate, compliant, and effective in delivering high-quality financial advice.

You will directly influence how AI handles core advisory functions such as retirement planning, investment portfolio construction, cash flow planning, and personalized financial strategies.

Requirements

Key Responsibilities

• Evaluate AI-generated financial plans and outputs for accuracy, compliance, and client suitability
• Calibrate investment and retirement planning models for soundness and alignment with client needs
• Simulate and review workflows such as asset allocation, risk profiling, and retirement income planning
• Refine AI-generated reports, recommendations, and financial documents for real-world client use cases
• Collaborate asynchronously with AI and product teams to enhance reliability and trust in AI-driven advisory systems

Ideal Qualifications

Project Timeline

Compensation & Contract