Financial Services Expert

Financial Services Expert

We are seeking a Financial Domain Expert to evaluate AI-generated financial guidance and develop realistic personal finance scenarios. The ideal candidate has experience in financial advising, wealth management, banking, investment analysis, or tax planning, with strong analytical and communication skills. This role involves improving the quality, accuracy, and ethical standards of AI-powered financial recommendations in a remote, collaborative environment.

Scope of Work:

- Analyze and assess a variety of personal financial scenarios, leveraging industry expertise to ensure accurate evaluation.

- Design and draft realistic financial advising prompts that reflect genuine client inquiries and concerns.

- Develop structured rubrics for evaluating AI-generated financial recommendations based on accuracy, clarity, and ethical considerations.

- Provide detailed, actionable feedback on AI outputs, highlighting strengths and areas for improvement in financial reasoning.

- Collaborate asynchronously with project coordinators and other domain experts through written and verbal channels.

- Contribute insights from tax planning, investment, and personal finance best practices to shape project deliverables.

- Stay current with trends and regulatory changes affecting personal and household financial decisions where relevant.

Mandatory Skills:

- Demonstrated experience in financial advising, wealth management, banking, investment analysis, or tax planning.

- Strong written and verbal communication skills, with the ability to explain complex financial concepts clearly and concisely.

- Background in creating, reviewing, or applying financial guidance for individuals or households.

- Strong analytical mindset with excellent attention to detail when reviewing and evaluating content.

- Up-to-date knowledge of personal finance regulations, tax considerations, and industry standards.

Preferred Qualifications:

- Familiarity with financial decision-making frameworks and evaluation rubrics.

- Experience participating in remote or distributed project-based engagements.