Investment Consultant Expert - Reviewer

Remote, Worldwide

We’re recruiting Finance professionals (financial planners, investment advisors/consultants, and bank relationship managers) to review and improve realistic financial scenarios used to train AI financial assistants.

Your job isn’t to “pick the best asset.” It’s to think like a real advisor and spot what makes a client situation real, high-stakes, and action-changing — then upgrade weak scenarios so they actually test the model.

‼️ AI is not allowed. If we spot AI use, we’ll block the application. ⚠️ This application form must be completed entirely in English. 🚨 READ ALL THE DESCRIPTION BELOW TO UNDERSTAND THE APPLICATION FORM.

WHO CAN APPLY

Bank relationship managers

Financial planners

Investment advisors / consultants

3+ years of professional experience

English level: Upper Intermediate / Advanced (required)

WHAT YOU’LL DO IN THE APPLICATION (QUICK SCREENING TEST) You will review two pre-generated finance tasks. For each task, you’ll answer simple 1–5 ratings and give a short justification.

Then, for the 2nd task, you’ll rewrite it to make it stronger.

WHAT “STRONG” MEANS (SIMPLE DEFINITION) A strong task includes one decisive constraint that can make “reasonable”...