Note: The job is a remote job and is open to candidates in USA. EVB is a rapidly growing, venture-backed AI company helping shape the next generation of intelligent systems. They are seeking Financial Services Experts to contribute to a project focused on advancing artificial intelligence in personal finance by leveraging their expertise to train AI systems and provide nuanced feedback on financial scenarios.
Responsibilities
- Analyze and assess a variety of personal financial scenarios, leveraging industry expertise to ensure accurate evaluation
- Design and draft realistic financial advising prompts that reflect genuine client inquiries and concerns
- Develop structured rubrics for evaluating AI-generated financial recommendations based on accuracy, clarity, and ethical considerations
- Provide detailed, actionable feedback on AI outputs, highlighting strengths and areas for improvement in financial reasoning
- Collaborate asynchronously with project coordinators and other domain experts through written and verbal channels
- Contribute insights from tax planning, investment, and personal finance best practices to shape project deliverables
- Stay current with trends and regulatory changes affecting personal and household financial decisions where relevant
Skills
- Financial Advising
- Rubrics
- Prompt
- Tax Planning
- Demonstrated experience in financial advising, wealth management, banking, investment analysis, or tax planning
- Familiarity with commonly used frameworks and rubrics for financial decision-making and client assessment
- Strong written and verbal communication skills, with the ability to explain complex financial concepts clearly and concisely
- Background in creating, reviewing, or applying financial guidance in real-world contexts for individuals or households
- Analytical mindset and attention to detail when reviewing and critiquing content
- Experience participating in remote or distributed project-based engagements a plus
- Up-to-date knowledge of personal finance regulations, tax considerations, and industry standards
Company Overview