Financial Services Expert

Job summary

Financial Services Expert [$80 - $110/hr] Role Responsibilities 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 coord…

Job details

Financial Services Expert [$80 - $110/hr] Role Responsibilities 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 Good Candidature 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

What you’ll do

The Financial Services Expert will analyze personal financial scenarios and design financial advising prompts. They will also evaluate AI-generated financial recommendations and provide actionable feedback.

Requirements

Candidates should have demonstrated experience in financial advising or related fields and strong communication skills. Familiarity with financial decision-making frameworks and attention to detail are also important.

Listed skills

• Évaluation · Preferred
• Analytical · Preferred
• assessment · Preferred
• analysis · Preferred
• Verbal · Preferred
• Attention to detail · Preferred
• Client · Preferred
• Planning · Preferred
• Decision Making · Preferred
• Communication · Preferred
• Accuracy · Preferred
• Communication Skills · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Advising
• Wealth Management
• Banking
• Investment Analysis
• Tax Planning
• Communication
• Analytical Skills
• Attention to Detail