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Financial Services Expert

India, Noida · Job Posted July 03, 2026
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Job Description

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

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