Financial Planning Content Designer (Remote)

AfterQuery Experts; San Francisco (CA); A distancia; USD 83.000 - 165.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Remote, asynchronous role

Competitive hourly rates

Descripción de la vacante

AfterQuery Experts is seeking Financial Advisory professionals to create and evaluate financial-planning reasoning challenges for our AI training modules. This remote, flexible role offers the opportunity to design realistic advisory scenarios, including planning cases, portfolio questions, and client trade-offs, testing an AI model’s reasoning with practitioner-level judgment.

Ideal candidates will bring experience in financial planning, investment knowledge, and strong communication skills,

Formación

• Experience in financial advising, planning, or wealth management.
• Working knowledge of investment products and planning strategies.
• Exceptional written and verbal communication skills.

Responsabilidades

• Develop planning cases, portfolio scenarios, and client-communication exercises that challenge AI models.
• Evaluate and validate model responses for accuracy and suitability of reasoning.
• Collaborate with finance and technical experts to calibrate difficulty and coverage.

Descripción del empleo

AfterQuery Experts is seeking Financial Advisory professionals to create and evaluate financial-planning reasoning challenges for our AI training modules. This remote, flexible role offers the opportunity to design realistic advisory scenarios, including planning cases, portfolio questions, and client trade-offs, testing an AI model’s reasoning with practitioner-level judgment.

Ideal candidates will bring experience in financial planning, investment knowledge, and strong communication skills,