Certified Personal Financial Planning & Wealth Advisor — Financial AI Benchmarking (Remote AI Evaluation Contract)

Join Jobtacular as a remote Certified Personal Financial Planning & Wealth Advisor — Financial AI Benchmarking (Remote AI Evaluation Contract) ($90 - $110/hour). We partner with leading AI research laboratories across major English-speaking markets to evaluate complex responses, design realistic domain scenarios, and calibrate next-generation foundation models using deep professional expertise in personal financial planning, investment strategies, regulatory compliance, written and verbal communication.

What You Will Do

• Develop and critique personal investment strategies and portfolio recommendations in simulated environments.
• Evaluate materials for regulatory compliance and industry best practices.
• Deliver clear and detailed explanations of financial concepts and planning decisions, both in writing and verbally, to support model learning.
• Analyze hypothetical financial situations, identifying potential risks, opportunities, and solutions based on individual client needs.
• Collaborate with another expert to compare approaches, discuss different perspectives, and generate diverse, high-quality data for AI training.
• Submit timely, actionable insights and documentation to advance the project’s objectives.
• Demonstrated professional or academic background in personal financial planning, investment strategies, regulatory compliance, written and verbal communication, analytical skills.

Who We Are Looking For

• Comprehensive command of investment vehicles, asset allocation, risk tolerance assessment, and portfolio construction.
• Demonstrated knowledge of regulatory compliance frameworks relevant to personal finance and advisory services.
• Exceptional analytical skills, with the ability to synthesize complex financial data and present clear, actionable recommendations.
• Outstanding written and verbal communication skills for articulating financial concepts to a broad audience.
• A collaborative mindset, open to working in expert pairs and engaging in constructive discussion.
• Compensation Band: $90 - $110/hour
• Work Location: Remote (100% Remote / Asynchronous Flexibility)

Compensation & Remote Structure

• Compensation Rate: $90 - $110/hour (contract specialist remuneration)
• Work Arrangement: 100% Remote / Work From Home
• Eligible Remote Countries: United States, United Kingdom, Canada, Australia, New Zealand, Ireland, and South Africa
• Core Competencies: personal financial planning, investment strategies, regulatory compliance, written and verbal communication, analytical skills
• Hiring Agency: Jobtacular

Direct Application Process: Click the Apply button on this page to proceed directly to our partner application portal and submit your profile for immediate consideration.