Financial Services Expert Remote

Role Title: Financial Services Expert

Role Type: Contract

Location: Remote

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.

Preferred Qualifications:

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

• Familiarity with commonly used frameworks and rubrics for financial decision-making and client assessment.
• 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 in real-world contexts for individuals or households.
• Analytical mindset and attention to detail when reviewing and critiquing content.
• Experience participating in remote or distributed project-based engagements a plus.
• Up-to-date knowledge of personal finance regulations tax considerations and industry standards.