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 DataAnnotation
$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...Suggested
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to...Suggested
$47.52k
...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...Suggested- ...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...SuggestedLocal area
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice...
- 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...
- ...low-income elders in the community whose mental or physical condition makes it difficult to carry out the routine task of money management. The mission of the program is to promote the dignity and autonomy of elders who do not have family or friends nearby who they...Immediate start
$70.35k - $205.8k
...No industry can escape digital's disruption, especially not Wealth Management. Today's clients expect a whole new kind of experience that's... ...tech-savvy, well-rounded, multi-disciplined and market-relevant advisor doesn't happen by chance. We invest in training and...Live inWork at officeLocal area$150k - $175k
...purpose and a winning culture? Start your Voya journey! Voya Wealth Management is expanding its presence in Boston's Seaport, and this role... ...advisory business. You'll lead a team of financial advisors, with responsibility for advisor development, client experience...Part timeWork experience placementLocal areaFlexible hours- ...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
- ...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...
$135k - $200k
...four casualty and two medical teams and will ensure that claims are handled in a timely and efficient manner. You will be expected to manage litigation activities, 93A process and stay current with changes in the industry that effect our claims operation. The Casualty...Work at office$110k
...Job Description: CLAIMS MANAGER: Paralegals and Attorneys looking to get away from billable hour requirements - this job is for you! Third-party insurance company seeks Claims Manager to join their team in either Boston or Philadelphia. Ideal candidates are attorneys...Work at office$250k
...position can also be filled in Boston, Houston, Philadelphia, Chicago, Atlanta, Los Angeles or Scottsdale Job Duties Providing management oversight to Third Party Administrators DBA claims personnel by monitoring the claims online using the Third Party Administrators...Worldwide$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...$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$50 - $60 per hour
A financial technology company is seeking a Wealth Manager to train AI models for finance professionals. This flexible remote role allows you to work part-time or full-time on projects that suit your schedule, focusing on evaluating AI outputs for financial reasoning....Remote jobHourly payFull timePart timeFlexible hours$89.17k - $148.65k
...culture? Start your Voyage - Apply Now Profile Summary Seeking a Product Manager to drive sales and advisor/client retention through the development and management of wealth management and retail advisor products, services, and features that meet advisor...Part timeWork experience placementLocal areaFlexible hours- Equitable Advisors is looking for a motivated individual to join the Retirement Benefits Group and make a positive impact in people's lives through wealth management. In this role, you will cultivate a client network, educate clients on diverse financial products, and analyze...Local areaFlexible hours
- ...Property Manager Oversee and coordinate all fiscal and operational functions and activities associated with each Condominium and Homeowners Association. Candidate will be responsible for the management of a portfolio of residential properties in and around Boston and...Contract workFor contractorsLocal area
- Position Purpose:The primary purpose of this role is to oversee asset protection functions, performing AP and Safety-related activities to support Home Depot's business objectives, such as, but not limited to minimizing shrink, risk and safety incide
$138k - $198k
...thinking, sustainable properties in the United States and Singapore. Shaping the market since 1952, the company acquires, develops, manages, and serves as a valued partner to a variety of stakeholders. Hobbs Brook Real Estate (HBRE) brings unique property visions to life...Full timeTemporary workLocal areaRelocationFlexible hours$180k - $200k
...Asset Based Lending Portfolio Manager This professional is responsible for all aspects of portfolio management including transaction structuring, underwriting, credit approval, portfolio monitoring and problem loan identification for a portfolio that may consist of...Local areaMonday to FridayFlexible 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
- ...HOA Portfolio Property Manager The HOA Portfolio Property Manager is accountable for the performance of their portfolio and leading their team members within their portfolio to ensure an excellent experience for clients and residents. Portfolio members primarily include...Work at officeLocal areaFlexible hours
- ...to the leadership team. Review periodic P&L calculations at the fund and investor levels. Handle the treasury and cash management function. Review system prepared reports and supporting schedules for accuracy. Review and sign-off on fund level bank...
- ...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
$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- ...fiscal analysis, budget development, and financial oversight in support of HRD operations. The position works closely with program managers, fiscal staff, and external stakeholders to ensure compliance with applicable laws, regulations, and fiscal policies. As...Full timePart timeWork experience placementWork at office
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