Financial Services Expert

About the Company

Our client is a rapidly growing, venture-backed AI company helping shape the next generation of intelligent systems. By combining world-class human expertise with advanced machine learning workflows, they enable leading AI organizations to build, evaluate, and improve cutting-edge models used across a wide range of industries.

Responsibilities

• Analyze and assess a variety of personal financial scenarios to ensure accurate evaluation
• Design and draft realistic financial advising prompts reflecting genuine client inquiries
• Develop structured rubrics for evaluating AI-generated financial recommendations
• Provide detailed, actionable feedback on AI outputs regarding financial reasoning
• Collaborate asynchronously with project coordinators and domain experts
• Contribute insights from tax planning, investment, and personal finance best practices
• Stay current with trends and regulatory changes affecting financial decisions

Requirements

• Expertise in financial advising, wealth management, banking, investment analysis, or tax planning
• Strong written and verbal communication skills
• Ability to explain complex financial concepts clearly
• Analytical mindset and high attention to detail

Preferred Qualifications

• Familiarity with frameworks and rubrics for financial decision-making
• Experience creating or reviewing financial guidance in real-world contexts
• Experience with remote or distributed project-based engagements