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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