RLPersonal Financial Advisor - AI trainer
RYZ Labs is a leading talent provider and partner in the technology landscape, focusing on hiring dedicated developers through a streamlined process with a strong emphasis on LatAm collaboration.
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:- Bachelor’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.
Preferred Qualifications:- 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.
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:- 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.
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Job type
Full Time
Experience level
Mid-level
Location requirements
Hiring timezones
United States +/- 0 hoursAbout Ryz Labs
Learn more about Ryz Labs and their company culture.
At RYZ Labs, we're more than just a talent provider; we're your partner in scaling and achieving success. Whether you're looking to hire dedicated developers or seeking to join a high-growth venture, RYZ Labs is your gateway to unparalleled opportunities in the technology landscape. Our focus on LatAm ensures time zone alignment, facilitating seamless communication and collaboration, thus enabling businesses to operate efficiently.
With decades of experience in the region, we provide unparalleled insights and access to top-tier talent at competitive rates that allow startups to grow quickly. Our culturally attuned approach embraces the friendly, welcoming atmosphere characteristic of LatAm, enhancing team dynamics and productivity. Our careful vetting process includes an initial filter assessing candidates' essential skills and communication abilities, rigorous skill verification, and client interviews, all to ensure an ideal match. We at RYZ Labs are passionate entrepreneurs, providing all the tools needed to get your business off the ground while working side-by-side with you to achieve your vision. Elevate your team with LatAm's elite nearshore talent through our comprehensive staffing solutions, which include software development, IT, sales, ops, and customer support.
Tech stack
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Employee benefits
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Remote work
Our teams are remote and distributed throughout the US and Latam.
Learning and growth opportunities
We provide an environment of opportunities, learning, growth, expansion and challenging projects.
Challenging projects
We provide an environment of opportunities, learning, growth, expansion and challenging projects.
Autonomy and efficiency
At RYZ, you will find yourself working with autonomy and efficiency, owning every step of your development.
RLRyz Labs
Company size
11-50 employees
Founded in
2021
Chief executive officer
Jordan Metzner, Sam Nadler
Markets
Employees live in
ArgentinaSimilar remote jobs
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