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Financial Professional (Remote)

Taskify
Department:Design
Type:REMOTE
Region:Australia
Location:Australia
Experience:Entry level
Salary:A$150,000 - A$180,000
Skills:
FINANCIAL ADVISORYWEALTH MANAGEMENTINVESTMENT PLANNINGRETIREMENT PLANNINGESTATE PLANNINGASSET ALLOCATIONRISK PROFILINGINCOME PLANNINGFINANCIAL ANALYSISCOMPLIANCE
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Job Description

Posted on: October 15, 2025

We're Hiring Financial Professional (Remote, Contract) | Earn Up To $15,000 Per MonthLocation: Remote | Open to candidates in the US, UK, Canada, Australia, or Europe.About the Role

One of our clients is hiring an experienced Financial Professional to collaborate with a leading AI research lab on a groundbreaking project. In this role, you’ll apply your real-world financial expertise to help design, test, and refine AI systems that simulate wealth management, retirement planning, and investment advisory workflows.

Key Responsibilities

  • Evaluate AI-generated financial plans and advisory outputs for accuracy, compliance, and client relevance.
  • Calibrate investment and retirement planning models for financial soundness and suitability.
  • Simulate and audit workflows such as asset allocation, risk profiling, and income planning.
  • Review and refine AI-produced reports, recommendations, and financial strategies.

Qualifications / Skills Required

  • 2+ years of experience as a Financial Advisor, Wealth Manager, or in a related role.
  • Bachelor’s degree in Finance, Business, Economics, or related field.
  • Strong understanding of retirement, estate, and investment planning principles.
  • Excellent written and verbal communication skills for interpreting and explaining financial strategies.

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Originally posted on LinkedIn

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