Financial Advising Expert

Overview

This role is for one of 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.

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 ...