Strategic Retirement Planner

18 hours ago

Melbourne, Victoria, Australia beBeeFinancialPlanning Full time $70,000 - $110,000
Financial Planning Expert

The role involves reviewing and evaluating AI-generated financial plans for accuracy, compliance, and client suitability.

You will calibrate investment and retirement planning models to ensure soundness and practical application, simulate and audit workflows such as asset allocation, risk profiling, estate planning, and retirement income planning.

Key responsibilities include refining AI-produced reports, recommendations, and financial strategies to align with real-world client needs. Additionally, providing structured feedback to improve the reliability and trustworthiness of AI-driven financial systems is a key aspect of this role.

Collaboration with AI researchers and product teams is required to refine model outputs. A strong professional background in a similar advisory role and advanced certifications are highly valued.

Key Responsibilities:
  • Evaluate AI-generated financial plans for accuracy, compliance, and client suitability
  • Calibrate investment and retirement planning models
  • Simulate and audit workflows such as asset allocation, risk profiling, estate planning, and retirement income planning
  • Refine AI-produced reports, recommendations, and financial strategies
  • Provide structured feedback to improve AI-driven financial systems
Requirements:
  • Strong professional experience in a Financial Advisor or Wealth Manager role
  • Bachelor's degree in Finance, Economics, Business, or related field
  • Advanced certifications such as CFP, CFA, CPA, ChFC (highly valued)
  • Deep knowledge of financial planning principles
  • Strong communication skills

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