Finance Advisor | Remote

Responsibilities

• Create structured tasks and deliverables based on common real-world personal finance scenarios.
• Apply professional judgment to diagnose and solve domain-specific financial questions.
• Ensure outputs are clear, accurate, and aligned with industry best practices.
• Produce high-quality written content with strong clarity, structure, and attention to detail.
• Work independently within defined workflows while meeting project timelines.

Requirements

• Strong experience working as a Personal Financial Advisor or in a closely related role.
• Ability to translate real-world financial situations into clear, well-structured tasks or analyses.
• Excellent written communication skills with strong grammar and precision.
• High attention to detail and comfort following structured guidelines.
• Ability to work independently in a remote, asynchronous environment.

Ap...