Financial Services Expert

About the role

The Financial Services Expert will contribute to a customer project focused on advancing artificial intelligence in personal finance. The role requires applying expertise to help train next-generation AI systems, shaping their learning, reasoning, and performance through real-world input.

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.

Requirements

• 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.
• An analytical mindset and attention to detail when reviewing and critiquing content.
• Experience participating in remote or distributed project-based engagements (a plus).
• To stay current with trends and regulatory changes affecting personal and household financial decisions (where relevant).

Qualifications

• No prior experience in AI is required — your domain knowledge is what matters.
• Proficiency in personal finance, financial advising, banking, wealth management, tax planning, or related areas.
• Clear understanding of financial regulations, tax considerations, and industry standards.

Skills

• Expertise in personal finance, financial advising, banking, wealth management, tax planning, or related fields.
• Strong analytical and problem-solving skills.
• Ability to communicate complex financial concepts clearly and concisely.
• Experience in creating, reviewing, or applying financial guidance in real-world contexts for individuals or households.
• Knowledge of commonly used frameworks and rubrics for financial decision-making and client assessment.

Benefits

• Flexible working arrangements to accommodate remote work.
• Opportunities to contribute to innovative projects in artificial intelligence and personal finance.
• Continuous professional development and learning opportunities.

Pay

Compensation is commensurate with experience and qualifications.

Schedule

The schedule is flexible and accommodates remote work.