About the role
Project Overview:
Join a growing community of professionals advancing the next wave of AI. As an AI Trainer, you’ll play a hands-on role by analyzing and providing feedback on data to improve LLM performance, helping ensure that the next generation of AI technology is accurate and trustworthy.
We are seeking a skilled Personal Financial Advisor/ Wealth Advisor to work as a project consultant in our AI Labor Marketplace. This is not a full-time employment position — you will be engaged as an expert project consultant on a contract basis.
Location: U.S.-based experts only
Engagement: Part-time, 1099 project-based expert evaluation work
Work Type: Remote
Project Summary: This project evaluates how effectively AI systems provide career guidance across professional occupations. We are seeking experienced Financial Advisors to evaluate AI-generated responses. Contributors will help ensure AI-generated recommendations accurately reflect real-world scenarios.
Consultant Engagement Terms:
This is a project-based consultant role. Consultants will be paid on a per-project basis; hourly rates are estimates based on anticipated completion time.
Responsibilities
Contributors will:
- Create benchmark answers for advisor career questions
- Develop scoring rubrics for evaluating AI-generated guidance
- Review advice concerning customer experience, customer success, and leadership pathways
- Provide written justification for evaluation decisions
Expected Outcomes:
- Accurate benchmark responses reflecting financial advisor best practices
- Reliable scoring frameworks for AI-generated career guidance
- Consistent evaluation across financial advisor scenarios
- Identification of misleading or incomplete recommendations
- High-quality expert feedback supporting model evaluation
Qualifications:
- Minimum 3+ years of Financial Advisor experience
- Investment advice for high-net-worth clients
- Estate planning (irrevocable life insurance trusts / ILITs)
- Retirement planning (401(k) rollover, year-end value projections, RMDs)
- Post-liquidity-event planning (client sold a business)
- Deliverables: heavily PowerPoint (client presentations) , plus Excel projections
- U.S.-based
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