Financial Advisor — AI Evaluation
Job Description
Design wealth-management cases and evaluate whether AI answers reflect responsible financial-advisory practice.
What you will do
• Create questions on retirement, asset allocation, tax strategies, estate planning and risk management.
• Include realistic communication and regulatory-compliance considerations in advisory scenarios.
• Review generated answers against fiduciary standards and established planning practice.
• Explain errors and refine the level of challenge in each case.
Required background
• Active securities licensing, such as Series 7, Series 65/66 or equivalent.
• Professional financial-advisory or wealth-management experience and knowledge of investment products and planning.
• A bachelor’s degree in finance, economics, business or a related subject.
• Strong analytical ability and clear written and verbal communication.
Preferred background
• Several years advising across varied financial circumstances and populations.
• Financial publications, thought leadership or fintech experience.
• CFP, CFA or another relevant designation.
• Familiarity with AI-enabled advisory tools.
Availability
• Remote and asynchronous.
Pay and engagement
$103/hour
Amounts are in USD.
Your hourly rate and scope are agreed before work begins.