This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required, your domain knowledge is what matters.
Job Responsibility
Participate in focus sessions to discuss real-world advisory scenarios, client needs, and best practices in financial planning
Provide clear, thoughtful, and detailed asynchronous written feedback on advisory content and financial planning workflows
Leverage your experience to share practical insights from high-touch private wealth management or financial advisory roles
Collaborate to enhance financial advisory frameworks and elevate the client experience for individuals and families
Communicate professionally, precisely, and on time, ensuring clarity in both written and verbal exchanges
Offer guidance on comprehensive planning topics such as investment strategy, retirement, estate, and tax considerations
Contribute real-world perspective to improve the depth and accuracy of financial advisory AI systems
Requirements
3+ years of recent or ongoing hands-on experience serving individual and family clients in private wealth management or financial advisory roles
Strong expertise in client-facing personal finance, investment planning, and wealth strategy
Exceptional written and verbal communication skills, with an emphasis on clarity, professionalism, and empathy
U.S.-based, with current authorization to work as an independent contractor in the United States
Demonstrated attention to detail and a commitment to analytical rigor in advisory recommendations
Experience engaging in client discovery, goal-setting, and ongoing portfolio management
Nice to have
CFA, CPA, or CFP® credentials strongly preferred
Background with major financial institutions such as J.P. Morgan Private Bank, Morgan Stanley Wealth Management, Bank of America Merrill Lynch, Charles Schwab, or Chase Private Client
Experience advising high-net-worth (HNW) or ultra-high-net-worth (UHNW) clients
Expertise in specialty areas such as retirement planning, estate planning, tax strategy, or investment portfolio construction