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).
• Up-to-date knowledge of personal finance regulations, tax considerations, and industry standards.

Qualifications

No prior experience in AI is required — your domain knowledge is what matters. Ideal candidates have a strong background in personal finance, financial advising, banking, wealth management, tax planning, or related areas.

Skills

• Expertise in personal finance, financial advising, banking, wealth management, tax planning, or related fields.
• 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.
• Attention to detail and analytical mindset.
• Experience in remote or distributed project-based engagements (optional).
• Knowledge of personal finance regulations, tax considerations, and industry standards.

Benefits

This engagement offers the opportunity to contribute to cutting-edge AI advancements in personal finance, enhancing the capabilities of AI systems to understand and respond to financial scenarios authentically.

Pay

Compensation details are not specified at this time.

Schedule

The schedule is not specified at this time.