Project Consultant: Personal Finance AI Trainer, $50/hour
6 - 10 years
United States
Contract
Remote
1 month ago
About the role
Project Overview:
We are seeking financial advisory professionals to evaluate prompts, financial-planning scenarios, and AI generated rubrics related to retirement planning, investment guidance, budgeting, and client
communication.
Responsibilities:
Contributors will:
-
Qualifications:
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We are seeking financial advisory professionals to evaluate prompts, financial-planning scenarios, and AI generated rubrics related to retirement planning, investment guidance, budgeting, and client
communication.
Responsibilities:
Contributors will:
- Review financial-planning prompts and client scenarios
- Evaluate AI-generated rubrics for financial reasoning and suitability
- Assess AI outputs for planning accuracy and communication quality
- Identify compliance concerns, risk oversights, or planning gaps
- Recommend revisions to evaluation frameworks
- Draft benchmark financial-advisory responses where needed
- Apply professional judgment to client-focused financial situations
- Follow project confidentiality and fictionalization requirements
-
Qualifications:
- Bachelor's degree in finance or related industry preferred
- Experience in personal financial advising or wealth management
- CFP, CFA, or related credentials preferred
- Strong understanding of financial planning and investment principles
- Excellent communication and analytical skills
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Skills
Software Development