Overview
Models give financial advice that sounds reassuring and quietly ignores the client: a tax-blind withdrawal plan, an allocation that forgets the time horizon, an estate suggestion that would fall apart in probate. Someone has to fit the plan to a real person's goals and constraints, and that someone is you.
As a Wealth Manager you'll evaluate AI financial-planning and advice, check the suitability and the tax logic, and write the judgments that teach models what sound personal-finance guidance looks like.
What you’ll actually do
- Evaluate AI financial plans: allocation, retirement, and the goals and horizon behind them.
- Check the details that matter: tax treatment, suitability, and estate and withdrawal logic.
- Write the sound advice when the model falls short, fit to a real client's situation.
Roles this fits
Common backgrounds: Wealth Manager, Financial Advisor, Estate Planner.
What we look for
- Experience in wealth management, financial advising, or planning.
- Familiarity with investments, tax, and retirement or estate planning.
- Clear written English: your explanations are the training signal.
- No degree required. We care about what you can do, not where you learned it.