Investment Consultant Expert - Reviewer
Remoteremotemid
via Greenhouse
About this role
We’re recruiting Finance professionals (financial planners, investment advisors/consultants, and bank relationship managers) to review and improve realistic financial scenarios used to train AI financial assistants.
Your job isn’t to “pick the best asset.” It’s to think like a real advisor and spot what makes a client situation real, high-stakes, and action-changing — then upgrade weak scenarios so they actually test the model.
‼️ AI is not allowed. If we spot AI use, we’ll block the application.⚠️ This application form must be completed entirely in English.🚨 READ ALL THE DESCRIPTION BELOW TO UNDERSTAND THE APPLICATION FORM.
WHO CAN APPLY
Bank relationship managers
Financial planners
Investment advisors / consultants
3+ years of professional experience…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is remote-eligible — we factor in your stated location and time-zone overlap.
Score yourself on this role.
Free · no card · written explanation included
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