Investment Consultant Expert - Reviewer

Work location: Remote

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

•

English level: Upper Intermediate / Advanced (required)

WHAT YOU’LL DO IN THE APPLICATION (QUICK SCREENING TEST)

You will review two pre-generated finance tasks. For each task, you’ll answer simple 1-5 ratings and give a short justification.

Then, for the 2nd task, you’ll rewrite it to make it stronger.

WHAT “STRONG” MEANS (SIMPLE DEFINITION)

A strong task includes one decisive constraint that can make “reasonable” advice materially wrong or harmful if overlooked.

We call this a Knife:

•

A Knife is a constraint that changes the correct strategy.

•

Quick test: if you remove it, the best recommendation would meaningfully change.

Examples of Knives in Finance:

•

High-interest debt APR / terms

•

Liquidity lockups or withdrawal penalties

•

Concentration risk (single stock, employer stock)

•

Tax residency / account eligibility constraints

•

Risk-of-ruin (thin emergency fund, income instability)

•

Compliance boundary (no illegal evasion, no guaranteed returns)

WHAT YOU WILL RATE (1-5) IN THE FORM

You’ll give 3 ratings per task:

•

Overall Quality (1-5)How clear and testable the task is (can you judge PASS/FAIL)?

•

Knife / Hidden Context Strength (1-5)Is there a decisive constraint that flips the strategy - or is the “hidden context” just background that doesn’t change the recommendation?

•

Checklist Quality (1-5)Does the checklist truly test strategy quality under constraints, with clear criteria?(Strong checklists focus on constraint adherence + sequencing + risk framing + safety/compliance, written as PASS/FAIL - not “ask questions.”)

You’ll also write a short justification (2-4 bullets) explaining your ratings.

WHAT YOU WILL REWRITE (FOR THE 2ND TASK ONLY)

You will rewrite these parts to make the task stronger:

•

Scenario (3rd person) - more realistic + naturally sets up the decision pressure

•

Prompt (user message) - natural, human, does not reveal the Knife

•

Hidden Context (1-3 bullets) - must include exactly 1 decisive Knife

•

Checklist (4-6 items) - each item must be PASS/FAIL, covering:

•

constraint adherence (explicitly incorporates the Knife)

•

expert move (sequencing/phasing, liquidity preservation, ruin-risk prevention, prioritization)

•

risk framing (tradeoffs/uncertainty; no guarantees)

•

safety/compliance boundary when relevant

Checklist item example:PASS if it prioritizes high-APR debt (or states assumptions and branches); FAIL if it recommends investing-first without addressing the Knife.

Important: Don’t “leak” the Knife in the prompt (no “IMPORTANT”, no all-caps, no “the key detail is…”).

IF SELECTED (PROJECT WORK)

You’ll review batches of pre-generated finance scenarios:

•

Rating realism and decision risk

•

Identifying weak or missing constraints (Knives)

•

Improving tasks so they better represent real moments where “reasonable” advice becomes harmful

COMPENSATION

If selected, you will be invited to review 5 real tasks as part of the project.(Compensation details will be provided upon selection.)

WHAT WE’RE LOOKING FOR

•

You can recognize what’s realistic vs. generic in client situations

•

You understand what truly changes the recommendation (APR, liquidity, taxes/eligibility, ruin risk, concentration)

•

You can upgrade a “fine” scenario into a strong test without making it artificial