Financial Services Expert

Role Responsibilities

• Analyze and assess a variety of personal financial scenarios, leveraging industry expertise to ensure accurate evaluation
• Design and draft realistic financial advising prompts that reflect genuine client inquiries and concerns
• Develop structured rubrics for evaluating AI-generated financial recommendations based on accuracy, clarity, and ethical considerations
• Provide detailed, actionable feedback on AI outputs, highlighting strengths and areas for improvement in financial reasoning
• Collaborate asynchronously with project coordinators and other domain experts through written and verbal channels
• Contribute insights from tax planning, investment, and personal finance best practices to shape project deliverables
• Stay current with trends and regulatory changes affecting personal and household financial decisions where relevant

Good Candidature

• Demonstrated experience in financial advising, wealth management, banking, investment analysis, or tax planning
• Familiarity with commonly used frameworks and rubrics for financial decision-making and client assessment
• Strong written and verbal communication skills, with the ability to explain complex financial concepts clearly and concisely
• Background in creating, reviewing, or applying financial guidance in real-world contexts for individuals or households
• Analytical mindset and attention to detail when reviewing and critiquing content
• Experience participating in remote or distributed project-based engagements (plus)
• Up-to-date knowledge of personal finance regulations, tax considerations, and industry standards