Finance Expert — Wealth Advisor / Planner (Train AI Models Part Time!)
hackajob · United States · 2 mo ago
RemoteRemoteFinanceFull-time
Responsibilities
- Source CFPs or retirement/tax planners
- Pair with RIA operations, supervision, or structured-products reviewers
- Create retirement, tax, estate, and insurance/withdrawal planning
- Evaluate fiduciary suitability
- Ensure RIA compliance
- Manage rebalancing strategies
- Develop performance reporting
- Conduct structured-product due diligence
Qualifications
- Writer track: 5-12 years of relevant experience
- Reviewer track: 10-18 years of relevant experience