Project Overview:

We are seeking financial advisory professionals to evaluate prompts, financial-planning scenarios, and AI generated rubrics related to retirement planning, investment guidance, budgeting, and client

communication.

Responsibilities:

Contributors will:

• Review financial-planning prompts and client scenarios
• Evaluate AI-generated rubrics for financial reasoning and suitability
• Assess AI outputs for planning accuracy and communication quality
• Identify compliance concerns, risk oversights, or planning gaps
• Recommend revisions to evaluation frameworks
• Draft benchmark financial-advisory responses where needed
• Apply professional judgment to client-focused financial situations
• Follow project confidentiality and fictionalization requirements

Qualifications:

• Bachelor's degree in finance or related industry preferred
• Experience in personal financial advising or wealth management
• CFP, CFA, or related credentials preferred
• Strong understanding of financial planning and investment principles
• Excellent communication and analytical skills

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