Wealth Management Advisor
$50 - $60 per hourDataAnnotation
DataAnnotation is committed to creating high-quality AI. We are looking for a Wealth Management Advisor to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part‑time alongside a current position, pursue it full‑time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision‑making. Responsibilities Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets. Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant’s work. Push the models with complex, real‑world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t. Share clear, structured feedback to help make each new version of the AI smarter and more reliable. Give AI chatbots diverse and complex problems and evaluate their outputs. Evaluate the quality produced by AI models for correctness and performance. Qualifications Fluency in English (native or bilingual level). Detail‑oriented. Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management. Expert‑level financial reasoning and formal training in a finance‑related discipline. A Master’s or PhD (completed or in progress) is strongly preferred, though an in‑progress or completed master’s or PhD is acceptable. Relevant background includes Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits Full‑time or part‑time remote position. You have the flexibility to choose which projects you want to work on. You can work on your own schedule. Projects are paid hourly starting at USD $50‑$60 per hour, with bonuses on high‑volume work. Only applicants in the United States will be considered for this role. This is an independent contract position. Payment is made via PayPal; only applicants in the United States will be considered. #J-18808-Ljbffr
- ...relationships with both clients and candidates through attentive, personalized service. Role Description This full-time, on-site Wealth Management Advisor role is based in Boston, MA. The Wealth Management Advisor will work directly with clients to assess their financial goals...SuggestedPermanent employmentFull timeContract workTemporary workFlexible hours
$90k - $120k
...For more than 30 years, Brophy Wealth Management has built lasting client relationships by putting people—not production—first. We're looking... ...—no book of business required and no waiting behind a senior advisor for a book that feels like you’ll never inherit. A firm with...SuggestedTemporary work$50 - $60 per hour
DataAnnotation is committed to creating high-quality AI. We are looking for a Wealth Management Advisor to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed...SuggestedHourly payFull timeContract workPart timeWork experience placementRemote workFlexible hours- Merrill Wealth Management is seeking a Financial Advisor to develop a book of business and engage clients through a consultative approach. The candidate will receive world-class training and support while meeting specific performance metrics. This position requires Series...Suggested
$50 - $60 per hour
A tech company specializing in AI is seeking a Wealth Management Advisor to join their team. This position allows you to work remotely and set your own schedule while contributing to the training of AI models. Ideal candidates will have an advanced finance degree and relevant...SuggestedRemote jobHourly payFlexible hours- Voya Financial, Inc. is looking for a Sales Manager to oversee a team of financial advisors in Boston's Seaport. This role emphasizes building meaningful client experiences through coaching and mentorship, driving asset retention and ensuring compliance standards. The ideal...
- ...with our clients to offer the best investment solutions to meet their financial needs. As a Community Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive financial planning and advice to individuals and families. You have a passion for...Local area
$96.13k - $129.79k
...Finance and in cooperation with the Director of Finance, Controller, Human Resources and other key Department staff, develop, improve, manage and administer Agency/Department budget; coordinate management lease compliance; assist in the development and implementation of...Temporary work- ...Community Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees... .... As a Community Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive financial planning and advice to individuals...Local area
- Voya Financial, Inc. is looking for a Product Manager for Wealth Management in Boston, MA. The ideal candidate will drive sales and enhance client retention through product development that meets advisor needs and company objectives. With responsibilities including product...
$89.17k - $148.65k
Dormont Manufacturing Co is seeking a Product Manager to drive sales and client retention through innovative wealth management products and services. The candidate will... ...work collaboratively across teams to enhance advisor and client engagement. The ideal applicant will...- ...process design, and regulatory compliance across the organization. You will partner with cross-functional teams to optimize workflows, manage budgets, and deliver superior customer outcomes while fostering a high-performing, collaborative culture. #J-18808-Ljbffr OpenlyRemote job
$105k
Claims Manager, Auto | Bodily Injury & Property Damage PRIMARY PURPOSE To manage the technical and operational functions within assigned office(s) including compliance with company standards and industry best practices; to ensure consistent delivery of quality services;...Work at officeFlexible hours- ...Growing and dynamic independent multi-billion AUM RIA is seeking a Wealth Advisor for the Newton office (500M+ AUM) with a core focus on... ...Accelerated path to equity. Highlights Serve as a key contributor in managing multigenerational family relationships alongside the Lead...Work at office
$112k - $140k
...Complex Director, Excess At AIG, we are reimagining the way we help customers to manage risk. Join us as a Complex Director in Excess Claims to play your part in that transformation. It's an opportunity to grow your skills and experience as a valued member of the team...- ...our clients to offer the best investment solutions to meet their financial needs. As a Community Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive financial planning and advice to individuals and families. You have a passion for uplifting...Local area
$137k - $200k
...required. ~8-10+ years of progressive Property & Casualty Claims experience. ~5-7+ years of SIU leadership or enterprise fraud management experience. ~ Significant experience with Personal Injury Protection (PIP), Casualty Bodily Injury, Major Case investigations,...Shift work$47.52k
...interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support...$47.52k
J.P. Morgan Wealth Management - Private Client Advisor Base pay range $47,520.00/yr - $47,520.00/yr Job Description At J.P. Morgan Chase, we are committed to helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer...Full time$92.64k - $142.61k
The Commonwealth of Massachusetts is hiring a Fiscal Officer VI to oversee financial management within the Group Insurance Commission. Responsibilities include budget planning, financial oversight, and approval of contracts and payments. Candidates must possess a minimum...$78.01k - $97.51k
...Avenue is part of Saks Global’s portfolio of top luxury retail brands and real estate assets. ****YOU WILL BE:**** The Asset Protection Manager is responsible for overall inventory shortage performance and full execution of the Asset Protection strategy for their assigned...Full timeLocal area$94k - $104.7k
...analysis, monthly reporting and roster maintenance. Partners with complex divisions ($5M annual operating budget, high touch expense management and roster management needs) to support operating budget development, monthly reporting and budget analysis. Located in Boston...$500 - $1,800 per month
...Fixed Assets Manager (Inventory Control Supervisor) Department of Safety, Division of Administration, Assets and Resource Management Bureau, Concord NH 03305. Position #17109. Salary: $17.81/hour - $23.39/hour. 40‑hour week, non‑exempt. Summary Manage receipt, issue, control...Work at officeRelocationFlexible hours- ...Summary Additional positions may be filled using this announcement. Typical Work Assignments Will Include Administrating a financial management program which includes long‑range programmatic plans and the annual budget as key components. Maintaining financial policies....Work at officeRemote workRelocation
$75k
...skills and learn new ones "I can succeed as a Divisional Wealth Management Consultant at Capital Group." As a Divisional Wealth... ...will include educating, training, and motivating financial advisors from all channels, with an ultimate goal of increasing sales...Full timeTemporary workLocal areaFlexible hours$125.98k - $157.47k
...essential to our vision.****Apply Now******Profile Summary**Voya Wealth Management is expanding its presence in Boston’s Seaport, and this role... ...-focused advisory business.You’ll lead a team of financial advisors, with responsibility for advisor development, client...Part timeWork experience placementFlexible hours- Role Overview Sales Manager, Investor Center - Boston, Seaport. Lead a team of financial advisors with responsibility for advisor development, client experience, asset retention... ...Center as Voya continues to expand its wealth management footprint. Ensure strong oversight...Local areaFlexible hours
$68.64k - $114.71k
...Financial Analyst as necessary to provide coverage 7. Other duties and projects as requested by Finance Directors and departmental managers. Competencies: Decision Making: Ability to make decisions that are guided by precedents, policies, and objectives....Work experience placement- ...state and agency databases to identify trends in the agency's programs and expenditures. This position compiles information for management use for automated records, cost accounting reports, and other sources, and disseminates this information in the form of financial...Full timePart timeWork experience placementWork at office
- ...Learn more about this agency Duties Help Typical work assignments will include: Administrating a financial management program which includes long-range programmatic plans and the annual budget as key components. Maintaining financial policies....Full timePart timeWork at officeRemote workRelocation
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