Financial Services Expert

• Job Title: Financial Services Expert
• Job Type: Contractor
• Location: Remote

About the hiring 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.

The company works with highly accomplished professionals in fields such as software engineering, finance, healthcare, legal, operations, research, and other specialized domains. These experts contribute directly to the development of advanced AI systems by providing real-world knowledge, evaluations, feedback, and domain-specific judgment that help models reason more accurately and perform more effectively.

Leveraging a proprietary AI-driven talent assessment and matching platform, the organization identifies exceptional professionals globally and connects them with high-impact projects at the forefront of artificial intelligence.

Backed by more than $40 million in funding and supported by a rapidly expanding international network of experts, the company is building critical human intelligence infrastructure for the AI economy and creating meaningful opportunities for professionals to apply their expertise in entirely new ways.

Job Summary:

Engaging Financial Services Experts to contribute to a customer project focused on advancing artificial intelligence in personal finance. In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. This engagement is ideal for professionals with a strong background in personal finance, financial advising, banking, wealth management, tax planning, or related areas who value clear written and verbal communication. You’ll leverage your experience to evaluate financial scenarios, develop realistic prompts, create assessment rubrics, and provide nuanced feedback to support the development of AI systems capable of authentic financial reasoning.

Scope of Work

1. Analyze and assess a variety of personal financial scenarios, leveraging industry expertise to ensure accurate evaluation.
2. Design and draft realistic financial advising prompts that reflect genuine client inquiries and concerns.
3. Develop structured rubrics for evaluating AI-generated financial recommendations based on accuracy, clarity, and ethical considerations.
4. Provide detailed, actionable feedback on AI outputs, highlighting strengths and areas for improvement in financial reasoning.
5. Collaborate asynchronously with project coordinators and other domain experts through written and verbal channels.
6. Contribute insights from tax planning, investment, and personal finance best practices to shape project deliverables.
7. Stay current with trends and regulatory changes affecting personal and household financial decisions where relevant.

Preferred Qualifications

1. Demonstrated experience in financial advising, wealth management, banking, investment analysis, or tax planning.
2. Familiarity with commonly used frameworks and rubrics for financial decision-making and client assessment.
3. Strong written and verbal communication skills, with the ability to explain complex financial concepts clearly and concisely.
4. Background in creating, reviewing, or applying financial guidance in real-world contexts for individuals or households.
5. Analytical mindset and attention to detail when reviewing and critiquing content.
6. Experience participating in remote or distributed project-based engagements a plus.
7. Up-to-date knowledge of personal finance regulations, tax considerations, and industry standards.

Required Skills

• Financial Advising
• Rubrics
• Prompt
• Tax Planning

A very attractive and competitive package is offered.