Personal Financial Advisor - AI trainer
RYZ LabsOakland, CA, US7 days ago
Job type
- Full-time
Job descriptionBachelor's degree in finance, accounting, economics, or a related field. Proven experience in personal financial planning, tax strategies, and retirement planning. Exceptional written and verbal communication skills, with a strong emphasis on empathy. Strong analytical and problem-solving abilities with keen attention to detail. Ability to distill complex financial information into actionable insights for diverse audiences. Comfortable with remote collaboration tools and virtual advisory formats. Demonstrated integrity, professionalism, and ethical judgment in all interactions. Professional certifications such as CFP, CPA, or CFA. Experience working with AI, fintech platforms, or digital advisory tools. Background in training or mentorship within financial services. Customer First Mentality - every decision we make should be made through the lens of the customer. Bias for Action - urgency is critical, expect that the timeline to get something done is accelerated. Ownership - step up if you see an opportunity to help, even if not your core responsibility. Humility and Respect - be willing to learn, be vulnerable, and treat everyone who interacts with RYZ with respect. Frugality - being frugal and cost-conscious helps us do more with less. Deliver Impact - get things done in the most efficient way. Raise our Standards - always be looking to improve our processes, our team, and our expectations. The status quo is not good enough and never should be.
Personal Financial Advisor - AI Trainer
Join our customer's team as a Personal Financial Advisor and empower individuals to reach their financial goals from the comfort of your home. Utilize your expertise in finance to offer empathetic advisory interactions while contributing to innovative AI-driven solutions.
Key Responsibilities :
- Assess clients' financial situations and develop comprehensive, tailored financial plans.
- Advise clients on investment strategies, tax optimization, retirement planning, and risk management.
- Communicate complex financial concepts with high levels of empathy and precision.
- Collaborate with AI specialists to provide subject matter expertise for model development and improvement.
- Replicate real-world advisory interactions to guide and refine AI responses in personal finance scenarios.
- Stay informed about industry trends and regulatory changes to provide up-to-date financial guidance.
- Foster long-term relationships with clients by supporting their evolving financial goals.
Qualifications :
Preferred Qualifications :
About RYZ Labs :
RYZ Labs is a startup studio built in 2021 by two lifelong entrepreneurs. The founders of RYZ have worked at some of the world's largest tech companies and some of the most iconic consumer brands. They have lived and worked in Argentina for many years and have decades of experience in Latam. What brought them together is the passion for the early phases of company creation and the idea of attracting the brightest talents in order to build industry-defining companies in a post-pandemic world.
Our teams are remote and distributed throughout the US and Latam. They use the latest cutting-edge technologies in cloud computing to create applications that are scalable and resilient. We aim to provide diverse product solutions for different industries, planning to build a large number of startups in the upcoming years.
At RYZ, you will find yourself working with autonomy and efficiency, owning every step of your development. We provide an environment of opportunities, learning, growth, expansion, and challenging projects. You will deepen your experience while sharing and learning from a team of great professionals and specialists.
Our values and what to expect :
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Personal Trainer • Oakland, CA, US
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