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Requirements and responsibilities
Job ResponsibilitiesReview AI-generated financial plans for accuracy, fiduciary logic, and client suitability.Create expert examples of financial planning: cash flow, tax strategy, estate, and risk management.Evaluate AI on investment management: portfolio construction, asset allocation, and rebalancing logic.Build problems and rubrics for retirement planning: 401k, IRA, RMDs, Social Security, and drawdown strategies.Test AI’s ability to explain complex HNW concepts clearly and compliantly.Required SkillsFinancial planning: experience with CFP-style comprehensive planning for HNW clients.Investment management: deep knowledge of equities, fixed income, alternatives, and portfolio theory.Retirement planning: expertise in tax-advantaged accounts, distribution planning, and longevity risk.Additional assets: +8 including CFP, CFA, ChFC, estate planning, tax planning, or private banking.Strong ethics and ability to frame advice without giving personalized recommendations.✅ Train AI to give private wealth advice with the expertise of a seasoned financial advisor.🌟 Remote, flexible role teaching AI how to handle private wealth responsibly.
Optionally, you can add more information later (benefits, pre-screening questions, etc.)