The work
You will help train AI systems for financial advisory work. You will write realistic planning cases, assess model answers, and explain how responses can better reflect sound wealth management practice.
Your work will cover personal financial planning and client situations across investment, retirement, tax, estate, risk, communication, and compliance topics.
- Create financial planning questions and case studies.
- Design scenarios involving retirement planning, investment allocation, tax strategies, estate planning, and risk management.
- Evaluate AI responses for accuracy, practical insight, regulatory awareness, and alignment with fiduciary standards.
- Provide detailed feedback to improve the quality and difficulty of financial planning content.
- Work with financial and technical experts on realistic, educational training materials.
What it pays and takes
This is a remote, flexible, asynchronous expert engagement.
- Pay: $98 per hour.
- Time: 20+ hours per week.
- Location: Open to candidates in the countries specified for this role, including the United States, Canada, the United Kingdom, Australia, Singapore, and others.
- Language: Fluent English.
- License: An active securities license such as Series 7, Series 65, Series 66, or an equivalent credential.
- Experience: Professional experience as a financial advisor or wealth management professional.
- Knowledge: Strong understanding of investment products and personal financial planning.
- Education: Bachelor's degree in Finance, Economics, Business, or a related field.
- Skills: Excellent analytical, written, and verbal communication skills, plus careful attention to detail.
- Helpful background: Experience with diverse client segments, financial publications or thought leadership, fintech initiatives, CFP or CFA credentials, or technology-driven financial advisory applications.
How it works
Apply on OpenTrain with your resume, then complete the application on the hiring site.
About AI training work
AI training work uses examples written and reviewed by people to improve how artificial intelligence handles real tasks. Financial experts help by bringing professional judgment, accurate terminology, and practical standards to model evaluation and feedback.