AI Trainer - Financial Advisor

Required Skills & Experience

• Professional experience as a Financial Advisor, Wealth Advisor, Financial Planner, or similar role.
• Strong understanding of the day-to-day responsibilities and workflows within financial advisory services.
• Comfortable navigating common computer-based tools, systems, and documentation.
• Strong written communication skills and attention to detail.
• Ability to translate professional experience into clear, realistic scenarios.

Job Description

What You’ll Do:

• Develop realistic scenarios and workflows based on tasks Financial Advisors encounter in their day-to-day work.
• Create examples of computer-based financial advisory tasks, processes, and decision-making scenarios.
• Help replicate realistic working environments and workflows for AI training purposes.
• Review and evaluate completed scenarios and environments for accuracy, quality, and real-world relevance.
• Provide feedback to help improve the AI system's understanding of Financial Advisor workflows.