Finance AI Training Specialist

Job title: Finance AI Training Specialist

About the Role Join Aqusag, LLC to contribute as a Finance AI Training Specialist focused on advancing artificial intelligence in personal finance. You will apply your expertise in financial planning and advising to help train AI systems using high-quality, real-world input. No prior AI development experience is required; domain knowledge in personal finance matters is what counts.

What You'll Do

• Analyze and assess a variety of personal financial scenarios to ensure accurate evaluation using industry expertise.
• Design and draft realistic financial advising prompts that reflect genuine client inquiries and concerns.
• Develop structured rubrics for evaluating AI-generated financial recommendations based on accuracy, clarity, and ethical considerations.
• Provide detailed, actionable feedback on AI outputs to support the development of authentic financial reasoning.
• Collaborate asynchronously with project coordinators and other domain experts through written and verbal channels.
• Contribute insights from tax planning, investment, and personal finance best practices to shape project deliverables.
• Stay current with trends and regulatory changes affecting personal and household financial decisions where relevant.

What We're Looking For

• Demonstrated experience in financial advising, wealth management, banking, investment analysis, or tax planning.
• Familiarity with commonly used frameworks and rubrics for financial decision-making and client assessment.
• Strong written and verbal communication skills, with the ability to explain complex financial concepts clearly and concisely.
• Background in creating, reviewing, or applying financial guidance in real-world contexts for individuals or households.
• Analytical mindset and attention to detail when reviewing and critiquing content.
• Experience participating in remote or distributed project-based engagements a plus.
• Up-to-date knowledge of personal finance regulations, tax considerations, and industry standards.

Nice to Have

• Demonstrated experience in financial advising, wealth management, banking, investment analysis, or tax planning.
• Familiarity with frameworks and rubrics for financial decision-making and client assessment.
• Strong written and verbal communication skills, with the ability to explain complex financial concepts clearly and concisely.
• Background in creating, reviewing, or applying financial guidance in real-world contexts for individuals or households.
• Analytical mindset and attention to detail when reviewing and critiquing content.
• Experience participating in remote or distributed project-based engagements a plus.
• Up-to-date knowledge of personal finance regulations, tax considerations, and industry standards.