Financial Services Expert

About the role

We're engaging Financial Services Experts to contribute to a customer project focused on advancing artificial intelligence in personal finance. Your work will shape how models learn, reason, and perform through high-quality, 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.

Skills

• Expertise in personal finance, financial advising, banking, wealth management, tax planning, or related areas.
• Clear written and verbal communication skills.
• Ability to explain complex financial concepts clearly and concisely.
• Experience in creating, reviewing, or applying financial guidance in real-world contexts for individuals or households.
• An analytical mindset and attention to detail.
• Knowledge of personal finance regulations, tax considerations, and industry standards.

Benefits

This engagement is ideal for professionals with a strong background in personal finance, financial advising, banking, wealth management, tax planning, or related areas who value clear written and verbal communication.

Pay

$80 - $110/hr

Schedule

Remote / Worldwide