Strong written and verbal communication skills, with the ability to explain complex financial concepts clearly and concisely. Design and draft realistic financial advising prompts that reflect genuine client inquiries and concerns.
Numbers & Facts
Location
California (Remote)
Description
Job Description
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.