Wealth Advisor

AfterQuery is seeking Financial Advisory professionals to create and evaluate financial-planning reasoning challenges for our AI training modules. In this remote, flexible role, you will design realistic advisory scenarios — planning cases, portfolio questions, client trade-offs — that test an AI model’s ability to reason through personal finance with practitioner-level judgment. Why Apply Competitive Compensation: attractive hourly rates that reward your specialized expertise Innovative Impact: join a YC-backed startup revolutionizing AI with high-caliber expert content and insights Flexible Engagement: a remote, asynchronous role that lets you contribute to pioneering projects on your own schedule

Responsibilities

Develop planning cases, portfolio scenarios, and client-communication exercises that challenge AI models Evaluate and validate model responses for accuracy and suitability of reasoning Collaborate with finance and technical experts to calibrate difficulty and coverage

Required Qualifications

Experience in financial advising, planning, or wealth management Working knowledge of investment products and planning strategies Exceptional written and verbal communication skills

Preferred Qualifications

CFP, Series 65/66, or comparable credential Experience across client segments and life stages Familiarity with planning software is a plus