Experience: 3+ years
Job Type: Full-time (Contractual / Freelancing)
Location: Remote (Candidates from US only)
Required Skills: Private wealth advisory expertise, Client-centered financial planning, Professional communication & articulation, Analytical rigor & attention to detail
Job Summary:
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.
Key Responsibilities:
- Participate in focus sessions to discuss real-world advisory scenarios, client needs, and best practices in financial planning.
- Provide clear, thoughtful, and detailed asynchronous written feedback on advisory content and financial planning workflows.
- Leverage your experience to share practical insights from high-touch private wealth management or financial advisory roles.
- Collaborate to enhance financial advisory frameworks and elevate the client experience for individuals and families.
- Communicate professionally, precisely, and on time, ensuring clarity in both written and verbal exchanges.
- Offer guidance on comprehensive planning topics such as investment strategy, retirement, estate, and tax considerations.'
- Contribute real-world perspective to improve the depth and accuracy of financial advisory AI systems.
Required Skills and Qualifications:
- 3+ years of recent or ongoing hands-on experience serving individual and family clients in private wealth management or financial advisory roles.
- Strong expertise in client-facing personal finance, investment planning, and wealth strategy.
- Exceptional written and verbal communication skills, with an emphasis on clarity, professionalism, and empathy.
- U.S.-based, with current authorization to work as an independent contractor in the United States.
- Demonstrated attention to detail and a commitment to analytical rigor in advisory recommendations.
- Experience engaging in client discovery, goal-setting, and ongoing portfolio management.
Preferred Qualifications:
- CFA, CPA, or CFP® credentials strongly preferred.
- Background with major financial institutions such as J.P. Morgan Private Bank, Morgan
- Stanley Wealth Management, Bank of America Merrill Lynch, Charles Schwab, or Chase Private Client.
- Experience advising high-net-worth (HNW) or ultra-high-net-worth (UHNW) clients.
- Expertise in specialty areas such as retirement planning, estate planning, tax strategy, or investment portfolio construction.