Wealth & Investment Advisor — AI Product Consultant

goodfin
San Francisco, United States
Workplace: HybridContractUSD 40 - 200 hourlyFunction: Consulting & AdvisoryExperience: 4+ yearsSkills: ["Analytical thinking","Communication","Collaboration","Problem-solving","Attention to detail"]

Experienced wealth/investment advisor sought to shape the intelligence behind an AI-driven investment platform. The role is a part-time, contract engagement not client-facing, focusing on contributing judgment, frameworks, and decision-making processes to train and refine AI analyses. You’ll collaborate with product and engineering teams, review AI-generated analyses, calibrate AI outputs for risk and suitability, and help identify edge cases in AI reasoning.

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FursaFursa
goodfin
goodfin
6 months ago

Wealth & Investment Advisor — AI Product Consultant

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Last checked: 1 day agoStatus: Live

Job Summary

Experienced wealth/investment advisor sought to shape the intelligence behind an AI-driven investment platform. The role is a part-time, contract engagement not client-facing, focusing on contributing judgment, frameworks, and decision-making processes to train and refine AI analyses. You’ll collaborate with product and engineering teams, review AI-generated analyses, calibrate AI outputs for risk and suitability, and help identify edge cases in AI reasoning.
Location: San Francisco, United States
Workplace: Hybrid
Employment Type: Contract
Job Function: Consulting & Advisory
Seniority: Mid level

Key Responsibilities

  • •Provide input on investment analysis frameworks, diligence processes, and decision criteria
  • •Review and test AI-generated analyses for accuracy, completeness, and practical usefulness
  • •Help calibrate AI outputs around risk, uncertainty, and suitability
  • •Identify gaps, edge cases, and failure modes in AI reasoning
  • •Collaborate with engineering and product teams to translate human judgment into system behavior

Pay and Benefits

Salary: USD 40 - 200 hourly

Key Requirements

  • •4+ years of experience as a wealth advisor, investment advisor, portfolio manager, or allocator
  • •Deep familiarity with private markets (pre-IPO, growth equity, venture, private credit, or alternatives)
  • •Strong analytical judgment and ability to explain how and why decisions are made
  • •Comfort working with early-stage products and giving candid feedback
  • •Interest in how AI can responsibly augment human expertise
Experience:4+ yearsFinancePrivate marketsWealth management
Skills:Analytical thinkingCommunicationCollaborationProblem-solvingAttention to detail
Certifications:CFACFPCAIA
Languages:English
Tech Stack:AIMachine learningProduct design

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

goodfin
Operates an online consumer lending platform that helps users compare and obtain personal loans for debt consolidation and refinancing, offering personalized loan options, rate comparisons, and a streamlined application process.
Industry: Lending
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