Project Overview:

Join a growing community of professionals advancing the next wave of AI. As an AI Trainer, you’ll play a hands-on role by analyzing and providing feedback on data to improve LLM performance, helping ensure that the next generation of AI technology is accurate and trustworthy.

We are seeking a skilled Financial Advisor to work as a project consultant in our AI Labor Marketplace. This is not a full-time employment position — you will be engaged as an expert project consultant on a contract basis.

Location: U.S.-based experts only

Engagement: Part-time, project-based expert evaluation work

Work Type: Remote

Project Summary:

CareerBench evaluates how effectively AI systems provide career guidance across professional occupations. We are seeking experienced Financial Advisors to evaluate AI-generated career guidance related to financial planning careers, wealth management, client acquisition, advisory practice development, licensing pathways, fiduciary responsibilities, and long-term advancement within the financial services industry. Contributors will help ensure AI-generated career recommendations accurately reflect industry requirements, regulatory considerations, and real-world professional development pathways.

This is a project-based consultant role. Consultants will be paid on a per-project basis; hourly rates are estimates based on anticipated completion time. Consultants control their own schedule, provide their own tools, and may simultaneously provide services to other vendors/employers (subject to those vendors’ allowances).

Responsibilities:

Contributors will:

• Create benchmark answers for financial advisor career-related questions
• Develop profession-specific scoring rubrics for evaluating AI-generated career guidance
• Assess recommendations related to financial planning, wealth management, and advisory career paths
• Review guidance involving CFP certification, FINRA licensing, and other professional credentialing requirements
• Evaluate recommendations concerning client acquisition, practice management, and business development
• Identify inaccurate, non-compliant, or unrealistic career guidance
• Provide written rationale supporting evaluation decisions and scoring outcomes

Expected Outcomes:

• Accurate benchmark responses aligned with current financial advisory practices
• Clear evaluation frameworks for financial services career guidance
• Consistent scoring of AI-generated responses across career scenarios
• Identification of regulatory, credentialing, and industry-specific inaccuracies
• Reliable expert feedback supporting high-quality AI evaluation

Qualifications:

• Minimum 3 years of professional experience as a Financial Advisor, Wealth Advisor, Financial Planner, or similar role
• Active CFP, Series 7, Series 65, Series 66, or equivalent credentials strongly preferred
• Familiarity with advisory career progression, licensing, and compliance requirements
• Experience working directly with clients on financial planning or investment advisory matters
• Strong written communication and analytical skills
• Ability to evaluate professional guidance objectively and consistently



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