Financial Services Expert

About the Role:

We're partnering with financial services professionals to support an AI initiative focused on personal finance. You'll bring your real-world expertise in financial advising, banking, wealth management, or tax planning to help shape how AI systems reason through financial scenarios. No AI experience required — your domain knowledge in personal finance is the core skill we need. Ideal for professionals who communicate clearly and enjoy evaluating financial reasoning at a granular level.

What You'll Do:

• Evaluate a range of personal finance scenarios, applying industry expertise to ensure accuracy
• Draft realistic financial advising prompts that mirror genuine client questions and concerns
• Build structured evaluation rubrics for AI-generated financial recommendations, covering accuracy, clarity, and ethics
• Deliver detailed, actionable feedback on AI outputs, flagging strengths and gaps in financial reasoning
• Collaborate asynchronously with project coordinators and fellow domain experts
• Apply tax planning, investment, and personal finance best practices to project deliverables
• Track relevant trends and regulatory shifts affecting household financial decisions

What You Bring:

• Experience in financial advising, wealth management, banking, or investment analysis
• Familiarity with financial decision-making frameworks and client assessment rubrics
• Strong written and verbal communication — able to explain complex financial concepts simply
• Background applying financial guidance in real-world settings for individuals or households
• Analytical, detail-oriented approach to reviewing and critiquing content
• Comfort with remote, project-based work (a plus)
• Current knowledge of personal finance regulations and tax considerations