Financial Services Expert - Remote

Overview

This role is a contract position focused on analyzing personal financial scenarios and helping shape AI-driven financial guidance.

• Role Title: Financial Services Expert
• Role Type: Contract
• Location: Remote

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.

Preferred Qualifications

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