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We are engaging Financial Services Experts to contribute to a project focused on advancing artificial intelligence in personal finance. 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. This engagement is ideal for professionals with a strong background in personal finance, financial advising, banking, wealth management, tax planning, or related areas who value clear written and verbal communication. You’ll leverage your experience to evaluate financial scenarios, develop realistic prompts, create assessment rubrics, and provide nuanced feedback to support the development of AI systems capable of authentic financial reasoning.
Job Responsibility
Analyze and assess a variety of personal financial scenarios
Design and draft realistic financial advising prompts
Develop structured rubrics for evaluating AI-generated financial recommendations
Provide detailed, actionable feedback on AI outputs
Collaborate asynchronously with project coordinators and other domain experts
Contribute insights from tax planning, investment, and personal finance best practices
Stay current with trends and regulatory changes affecting personal and household financial decisions
Requirements
Financial advising
Rubrics
Prompt
Tax planning
5+ years experience
Nice to have
Experience participating in remote or distributed project-based engagements a plus
Up-to-date knowledge of personal finance regulations, tax considerations, and industry standards