Financial Advisor

As a Financial Advisor, you will review and evaluate AI-generated outputs related to portfolio recommendations, financial planning scenarios, and investment research. You will also create realistic scenarios based on wealth/asset management workflows and provide structured feedback on AI accuracy.

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

• Generous Paid Time Off
• 401k Matching

Originally posted on Himalayas