AI Trainer - Financial Advisor

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.

Skills and Requirements

• 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.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].