Financial Advisor (CFA or CFP)
Position: Financial Advisor (CFA or CFP)
Type: Contract
Compensation: $80–$110/hour
Location: Remote
About the Prospect
This opportunity is for experienced Financial Advisors holding a CFA or CFP designation with expertise in financial planning, investment analysis, portfolio management, retirement planning, and wealth management to contribute to advanced AI research and evaluation projects. You'll apply your financial expertise to evaluate expert-level financial content, assess AI-generated outputs, and help improve the accuracy, reasoning, and performance of next-generation AI systems.
No prior AI experience is required. Your financial advisory expertise and professional experience are the primary qualifications for success in this role. Professionals with backgrounds in investment management, financial planning, retirement strategies, tax planning, or wealth advisory are especially encouraged to apply.
Responsibilities
Review and evaluate AI-generated financial content for technical accuracy, completeness, and regulatory alignment.




Apply expertise in financial planning, investment analysis, portfolio construction, retirement planning, and risk management.
Analyze investment portfolios, financial statements, market trends, and client financial strategies.
Develop and assess wealth management recommendations based on financial goals and best practices.
Translate complex financial concepts into clear, structured documentation for AI training and evaluation.
Collaborate with interdisciplinary teams to ensure financial accuracy, consistency, and content quality.
Apply structured evaluation frameworks and professional judgment to improve AI model performance.
Required Qualifications
Bachelor's degree or higher in Finance, Accounting, Economics, Business Administration, or a related discipline.
Active CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) designation.
Strong experience in financial planning, investment m

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