Job Description
We are seeking a Senior Financial Advisor to review and evaluate AI-generated outputs related to portfolio recommendations, financial planning scenarios, and investment research, with responsibilities including annotating, labeling, and validating data across wealth management use cases, and providing feedback on AI accuracy in fiduciary standards, tax implications, and suitability requirements.
Requirements
- 3+ years of professional experience at an RIA, wirehouses, private bank, asset manager, or family office.
- Background in financial planning, client advisory, portfolio management, or asset allocation.
- Strong analytical thinking and ability to translate advisory workflows into structured evaluation tasks.
- Clear written communication and attention to detail.
Benefits
- $70–$90/hour
Originally posted on Himalayas