Remote Personal Financial Advisor jobs in United States
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Turing · 1 day ago

Remote Personal Financial Advisor

Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems. They are looking for experienced financial advisors to work on projects that leverage AI to improve client experience and enhance financial planning insights.

Artificial Intelligence (AI)Generative AIInformation TechnologyMachine LearningSoftware Engineering
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H1B Sponsor Likelynote

Responsibilities

Design and solve real-world financial advisory scenarios and case studies to assess AI reasoning
Write clear, structured, and high-quality financial solutions that reflect real-world advisory decisions
Collaborate with AI researchers to improve model understanding of concepts such as risk profiling, asset allocation, and investment strategy
Help define and refine evaluation benchmarks based on financial planning principles, regulatory standards, and industry best practices

Qualification

Personal Financial AdvisoryInvestment ManagementRetirement PlanningTax OptimizationCFP® CertificationCFA® CertificationCPA® CertificationAnalytical SkillsClient-focused LanguageCommunication Skills

Required

4+ years of experience as a Personal Financial Advisor, Wealth Manager, Financial Consultant, or similar role
Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field
Strong English communication and analytical skills
Ability to explain complex financial concepts in simple, client-focused language using data and visuals where needed

Preferred

Professional certifications such as CFP®, CFA®, or CPA® are preferred but not mandatory

Benefits

Strong compensation (exact amount varies by project).
Work in a fully remote environment.

Company

Turing advances frontier AI and builds real-world systems for Fortune 500 companies, governments, and the world’s leading AI labs.

H1B Sponsorship

Turing has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (8)
2023 (7)
2022 (16)
2021 (6)

Funding

Current Stage
Late Stage
Total Funding
$270.19M
Key Investors
Khazanah NasionalAltaIR CapitalWestBridge Capital
2025-03-06Series E· $111M
2021-12-07Convertible Note· $6.85M
2021-10-04Series D· $87M

Leadership Team

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Jonathan Siddharth
Founder & CEO
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Vijay Krishnan
Founder & CTO
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Company data provided by crunchbase