Financial Advisor
About This Gig
As a Financial Advisor, you will review and evaluate AI-generated outputs related to portfolio recommendations, financial planning scenarios, and investment research. You will also create realistic scenarios based on wealth/asset management workflows and provide structured feedback on AI accuracy. Requirements 3+ years of professional experience at an RIA, wirehouses, private bank, asset manager, or family office. Background in financial planning, client advisory, portfolio management, or asset allocation. Strong analytical thinking and ability to translate advisory workflows into structured evaluation tasks. Clear written communication and attention to detail. Benefits Generous Paid Time Off 401k Matching Originally posted on Himalayas
About the Seller
Mercor
on Himalayas