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

Work arrangement
Yes