Finance Expert — Wealth Advisor / Planner

AI Trainer Jobs; United States; Remote; USD 172,000 - 227,000; Full time

Benefits offered by this job

Remote work

Job summary

AuraOne seeks a Finance Expert — Wealth Advisor / Planner to remotely review AI outputs in wealth advisory workflows. You will evaluate calculations, narrative reasoning, and policy adherence, flag issues, and document the corrected treatment for training the modeling team.

Responsibilities include re-performing calculations, tagging compliance issues, and preparing a structured workpaper for audit-like review. This is a contractor role with flexible weekly hours and remote US eligibility.

Qualifications

• Experience reviewing wealth advisory outputs.
• Ability to apply regulatory standards to financial models.
• Strong written reasoning citing policies and standards.

Responsibilities

• Review AI outputs against wealth advisory standards and firm policy.
• Re-perform calculations and flag rounding or classification errors.
• Tag compliance, reconciliation, and disclosure issues with severity scores.
• Capture corrected workpapers or narratives for model training.

Skills

Financial analysis

Audit-grade review

Regulatory standards

Risk assessment

Wealth advisory

Education

CPA

CFA

ACA

Job description

Finance Expert — Wealth Advisor / Planner is a remote review track for evaluating AI outputs across wealth advisory workflows. Reviewers grade calculations, narrative reasoning, and policy adherence; flag compliance and reconciliation issues; and document the correct treatment so the modeling team can train on it.

Category: Finance, Accounting & Economic AI · Pay: $125–$165 / hr · Location: Remote — US-eligible · Contractor

Finance Expert — Wealth Advisor / Planner is a remote review track for evaluating AI outputs across wealth advisory workflows.

Role details

About the role

Finance Expert — Wealth Advisor / Planner is a remote review track for evaluating AI outputs across wealth advisory workflows. Reviewers grade calculations, narrative reasoning, and policy adherence; flag compliance and reconciliation issues; and document the correct treatment so the modeling team can train on it.
Wealth advisory workflows leave no room for fuzzy reasoning. AuraOne uses experienced finance-and-risk professionals to grade AI outputs the way an audit reviewer would — with citations, severity tags, and the corrected calculation alongside the original.
Review financial reasoning and accounting treatment. Audit logic and risk work too.

Responsibilities

• Review AI outputs against current wealth advisory standards, regulations, and firm policy for Finance Expert — Wealth Advisor / Planner assignments.
• Re-perform calculations and flag rounding, classification, or treatment errors.
• Tag compliance, reconciliation, and disclosure issues with structured severity scores.
• Capture the corrected workpaper or narrative so the modeling team can train on it.Track Finance & risk review Work model Remote · Independent specialist contractor Compensation $125–$165 / hr Eligible from US

What you should bring

• Direct working experience with wealth advisory on real engagements, transactions, or audits for Finance Expert — Wealth Advisor / Planner work.
• A CPA, CFA, or ACA. A comparable credential or equivalent applied experience also works.
• Comfort applying multi-page rubrics consistently across long batches.
• Clear written reasoning that cites standards, regulations, or firm policy.
• Reliable async availability for at least 10 hours per week.

Role signals

Example tasks

• Re-perform a wealth advisory calculation produced by a model and flag any rounding or classification errors.
• Grade a model's narrative reasoning on a complex transaction and rate the citation quality.
• Adjudicate a disputed treatment between two reviewers using current standards.
• Audit a 25-row batch for rubric consistency and report drift to the program lead.

Useful experience

• Big Four, bulge-bracket, or in-house controller / risk experience.
• Familiarity with AI-assisted close, audit, or risk tooling and its failure modes.
• Bilingual experience for cross-jurisdiction reviews.

Compensation and schedule

$125–$165 / hr
Expected arrangement: contractor , with program-defined task volume and review pacing. Placement depends on current program demand and reviewer confirmation.

Skills used in matching

• Financial analysis
• Audit-grade review
• Regulatory standards
• Risk assessment
• Wealth advisory

Application boundary

Creating a specialist profile records your experience and preferences. Starting role intake is a separate action that attaches this role to your candidate record.

Specialist intake

The intake preserves your chosen role, the visible terms, and source attribution for reviewer context.
- 01 Confirm profile and eligibility details.
- 02 Attach this role deliberately.
- 03 Receive a human review decision or follow-up.
Placement timing depends on program demand and reviewer confirmation.