Overview
The organization is seeking Financial Advisory professionals to create and evaluate financial-planning reasoning challenges for AI training modules. This remote, flexible role involves designing realistic advisory scenarios—planning cases, portfolio questions, and client trade-off exercises—to test an AI model’s ability to reason through personal finance with practitioner-level judgment.
Responsibilities
- Develop planning cases, portfolio scenarios, and client-communication exercises that challenge AI models
- Evaluate and validate model responses for accuracy and suitability of reasoning
- Collaborate with finance and technical experts to calibrate difficulty and coverage
Requirements
- Experience in financial advising, planning, or wealth management
- Working knowledge of investment products and planning strategies
- Exceptional written and verbal communication skills
Preferred Qualifications
- CFP, Series 65/66, or comparable credential
- Experience across client segments and life stages
- Familiarity with planning software
Compensation & Benefits
- Competitive compensation with attractive hourly rates that reward specialized expertise
Location
- Remote (flexible, asynchronous engagement)