Financial Advisor AI Evaluator

Use your professional experience to assess how well AI handles financial advising and credit counseling tasks. The partner title is Financial Advisor; review the duties and qualifications before applying.

• Write prompts based on real financial advising and credit counseling tasks.
• Rate AI responses for accuracy, clarity, usefulness, and fit with professional practice.
• Review responses about income, debts, expenses, budgets, debt-management plans, financial services, and creditor negotiations.
• Give clear, structured feedback to improve the model's understanding of financial work and language.

Requirements and project details

• Pay: Up to $75 per hour, depending on the project.
• Schedule: Remote, asynchronous, flexible part-time work requiring 20+ hours per week. Project opportunities may become available periodically throughout the year.
• Location: Open to candidates in the United States.
• Language: English.
• At least four years of professional experience in financial advising, credit counseling, or closely related client financial work.
• Experience reviewing client income, debts, and expenses to develop budgets or debt-management plans.
• Ability to explain financial services, policies, strategies, debt-management programs, or creditor negotiations clearly.
• Familiarity with detailed records of client interactions and financial activities.
• Strong written communication, professional judgment, and ability to provide consistent, actionable feedback independently.
• Experience supporting clients with financial stability, bankruptcy avoidance, foreclosure prevention, or related credit and debt concerns is helpful.
• Prior AI training experience is not required.

How to apply

Apply on OpenTrain with your resume, then complete the application on the hiring site.

About AI training work

AI training is the human work behind AI systems: people prepare examples and review model responses so the systems can learn. Experienced financial professionals can help assess whether AI responses are accurate and useful for real financial work.