Financial Advisor Expert

AfterQuery is seeking Financial Advisor Experts to create and refine personal financial planning challenges for training AI models. In this remote, flexible role, you will design and evaluate financial advisory scenarios that test the AI's ability to interpret and apply complex wealth management principles, ensuring that our models can navigate real-world client relationships, investment strategies, and financial planning with precision and practical insight. Your expertise will help bridge the gap between proven financial advisory practice and innovative AI solutions, making a tangible impact on the future of financial technology.

What you'll do

• Develop high-quality financial planning questions and case studies that challenge AI models on topics such as retirement planning, investment allocation, tax strategies, estate planning, risk management, client communication, regulatory compliance, and more.
• Evaluate and validate model responses, offering detailed feedback to ensure accuracy and adherence to fiduciary standards and financial planning best practices.
• Collaborate with a team of financial and technical experts to fine-tune question difficulty and ensure content is both challenging and educational.

Requirements

• Active securities licenses (Series 7, Series 65/66, or equivalent) and proven experience as a financial advisor or wealth management professional with a robust understanding of investment products and financial planning.
• Exceptional analytical, written, and verbal communication skills, with a keen eye for detail.
• Bachelor's degree in Finance, Economics, Business, or related field.

Nice to have

• Multiple years of financial advisory experience, ideally serving diverse client segments and financial situations.
• Prior involvement in financial publications, thought leadership, or fintech initiatives.
• CFP (Certified Financial Planner), CFA, or other relevant professional designations is a plus.
• Familiarity with AI or technology-driven financial advisory applications is a plus.