Wealth Advisor for AI Workflow Evaluation

Evaluate finance workflows and individual tasks for professional realism, ensuring that each task, its context, inputs, and expected workflow match how work is actually performed by wealth advisors and financial planners. This is a short, high-engagement Finance Sprint to validate workflow realism for an AI research project.

• Review individual finance tasks and workflows for professional realism, clarity, scope, and internal consistency.
• Assess whether the task inputs, provided context, and expected workflow reflect real-world practice in financial planning, wealth management, retirement planning, tax planning, RIA operations, supervision, or compliance.
• Identify missing assumptions, ambiguous instructions, unsupported requirements, impractical constraints, and material edge cases that would affect task validity.
• Flag tasks that are too broad, too generic, or unlikely to produce meaningful measures of real finance capability.
• Provide concise, structured written feedback and targeted recommendations to improve task realism.
• When needed, cross-check task logic with trusted domain peers to maintain quality across the sprint.

• Practitioner track, 5 to 12 years of relevant experience, or senior reviewer track, 10 to 18 years of relevant experience.
• Professional background in financial planning, wealth management, retirement or tax planning, RIA operations, supervision, or compliance.
• CFP certification is strongly preferred for planning-focused tasks, other relevant credentials are welcomed.
• Strong understanding of fiduciary practice, suitability, household financial tradeoffs, and client communication.
• Excellent written communication, able to explain not only whether something is correct, but why.
• High attention to detail, sound professional judgment, and comfort evaluating work against explicit standards.
• For the senior reviewer track, experience reviewing analysts, approving work, designing controls, or setting quality standards is especially valuable.

• Location, Remote.
• Employment type, hourly engagement.
• This sprint begins within the next 24 hours and runs as a concentrated, high-engagement project over the next week.
• Offers are made on a first-come, first-served basis.
• Tasks may require multi-hour sessions, typically around 2 to 4 hours each, and you may need to complete such tasks in one sitting.
• Active involvement is required throughout the sprint, including keeping Slack notifications enabled and responding to project updates, questions, and feedback within the day.
• Task content is confidential and may vary during the sprint.

• Pay range, 125 to 165 hourly.

• Apply only if you can commit to immediate, sustained participation for the sprint period described above.
• No additional work-authorization specifics are provided in the listing, confirm any required eligibility during application if applicable.

Apply promptly, noting your track preference (practitioner or senior reviewer), years of relevant experience, relevant certifications such as CFP, and your immediate availability to participate. Because offers are first-come, first-served and the sprint starts quickly, timely applications that confirm the ability to stay actively engaged and respond on Slack within the day will be prioritized.