Financial Advisor
Handshake • Remote
Education
Not stated
Type
Hourly
Pay Rate
$75/hr
Listed
7d ago
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From the Handshake listing
Overview
Handshake is recruiting Financial and Credit Advisors to contribute to an hourly, temporary AI research project—but there’s no AI experience needed. In this program, you’ll leverage your professional experience to evaluate what AI models produce in your field, assess content related to your field of work, and deliver clear, structured feedback that strengthens the model’s understanding of your workplace tasks and language. The Handshake AI opportunity runs year-round, with project opportunities opening periodically across different areas of expertise.
This is an ongoing, project-based opportunity that can be done alongside your primary employment.
Details
The position is remote and asynchronous; work independently from wherever you are.
The hours are flexible, with no minimum commitment, but most average 5-20 hrs
The work includes developing prompts for AI models that reflect your field, and then evaluating responses.
You’ll learn new skills and contribute to how AI is used in your field
Your placement into a project will be dependent on project availability—if you apply now and can’t work on this project, more will be available soon.
Qualifications
You have at least 4 years of professional experience in one or more of the following types of work.
The examples below reflect the types of real-world responsibilities that you might have had in your role that will give you the context needed to evaluate and train high-quality AI models
Evaluate clients' financial situations by reviewing income, debts, and expenses to develop personalized debt management plans and budgets.
Explain financial services, policies, and strategies, including debt management programs and creditor negotiations, to help clients achieve financial stability and avoid bankruptcy or foreclosure.
Maintain detailed records of client interactions and financial activities.
You’re able to participate in asynchronous work in partnership with leading AI labs.
Work authorization information
F-1 students who are eligible for CPT or OPT may be eligible for projects on Handshake AI. Work with your Designated School Official to determine your eligibility. If your school requires a CPT course, Handshake AI may not meet your school’s requirements. STEM OPT is not supported. for more information on what types of work authorizations are supported on Handshake AI.
The application process
Sign up and create an account
Verify your identity
Join and onboard into relevant projects
Start working and earning
Interview Prep
Sample questions for a Financial Advisor role, written in-house to help you prepare.
How do you assess a client's risk tolerance beyond just asking them how they feel about market volatility?
I combine their stated risk tolerance with objective factors like time horizon, income stability, and existing financial obligations, since stated comfort with risk often doesn't match how someone actually behaves during a real downturn. Past behavior during previous market events, when available, is often a better predictor than a questionnaire alone.
What's your process for building a financial plan for a client with irregular or unpredictable income?
I focus on building a larger cash reserve than I'd recommend for someone with stable income, and I base ongoing savings targets on a conservative average rather than peak income months. I also stress-test the plan against a low-income scenario to make sure essential goals still hold up.
How do you stay compliant with fiduciary and disclosure requirements when recommending a specific financial product?
I document the specific reasoning tying the recommendation to the client's stated goals and risk profile, not just the product's features, since that documentation is what demonstrates the recommendation was in the client's interest. I also make sure all relevant fees and conflicts of interest are disclosed clearly before the client decides.
How do you approach rebalancing a client's portfolio in a way that accounts for tax implications?
I prioritize rebalancing within tax-advantaged accounts first where possible, since that avoids triggering capital gains, and when rebalancing in taxable accounts is necessary, I look for opportunities to harvest losses that offset the gains. I avoid rebalancing purely on a fixed schedule without considering the tax cost of doing so.
Why this role
This Financial Advisor role runs entirely remote at $75/hr, so your location stops being a factor in whether you can do Finance work for an AI lab.
Talent pool
We're light on Finance candidates
We've matched 55 people with a Finance background against 1011 Finance listings we've tracked, so most go out without one. Set up a profile and we'll consider you for a role like this one.
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Common questions
Can I use Handshake if I graduated years ago?
Probably not a good fit. Handshake's AI Fellowship roles target current university students and early talent within about 1-2 years of graduation. Experienced professionals typically find faster approval and better rates on Outlier or Mercor.
Is Handshake itself the employer for AI training roles?
For the AI Fellowship roles specifically, yes, Handshake acts as the employer of record. That's different from the rest of the site, which functions as a job board listing openings for other companies.
Why do these AI training roles pay so much?
Because general knowledge isn't what's being tested. The model already knows the basics; what it needs is expertise on edge cases, the rare, difficult, highly technical judgment calls only a senior professional in the field would make correctly.
What does the day-to-day workload look like for elite-expert AI training roles?
Slow and deep, not fast and repetitive. A single task can take 45-60 minutes of researching citations or verifying complex calculations. Quality is what's being measured here, not throughput.
What does Finance work look like for a Financial Advisor?
Tasks here are scoped to Finance, not generic labeling. As a Financial Advisor, expect to draw on real domain judgment (evaluating outputs, correcting errors, or providing expert reasoning specific to Finance) rather than following a one-size-fits-all rubric. If you don't have hands-on Finance background, this is likely not the right listing to start with.
What specific skills does this listing call for?
Expert is named directly in the listing. If you don't have hands-on experience with this, expect the screening process to test for it directly rather than accepting adjacent experience as a substitute.
How much does this specific role pay?
This listing is posted at $75/hr, an hourly rate. Pay can change between when we last checked the listing and when you apply, so confirm the current number on the platform's own application page before committing time.
What happens when I click Apply on this listing?
You'll be taken to Handshake's external site to complete your application there. This listing links through a referral, but the process is identical to applying directly; the link just routes you correctly. Create an account on their site and follow their onboarding steps.
Are Handshake AI training listings internships?
Some are, some aren't. Handshake lists both standard internships and separate "AI Trainer" fellowships. Check the job description for "1099" or "Contract" language: that signals a freelance role, not W-2 employment.