Private Wealth Management Expert / Finance AI specialist

About OpenTrain

OpenTrain is a central job board for AI-training and data-labeling work. We aggregate projects from many AI companies and labeling platforms so contributors can discover and apply to opportunities in one place.

Creating an OpenTrain account is free, and applying generally takes only a few minutes.

About AI Training Work in Finance

AI training (also called data labeling or human feedback work) is the human contribution that helps AI models learn to behave accurately and safely. In finance-related projects, people assess model answers, rate correctness and suitability, and help models match professional standards.

This project focuses on private-wealth management content: your evaluations will shape how finance-focused AI systems answer client questions and align with certified-advisor practice.

The Role

You will evaluate 150 question-and-answer text pairs about private-wealth management and assign a numeric rating for each response comparing it to a certified human advisor's standard.

Ratings use a 1–10 scale (1 = far below advisor standard, 10 = on par with a certified advisor). Work is remote, performed on a provided/custom interface (labelingSoftware: OTHER), and recorded as EVALUATION_RATING entries.

What You'll Do

• Review 150 text Q&A pairs supplied by the project.
• Assign a rating from 1 to 10 for each response based on parity with a certified human advisor.
• Record each rating in the provided/custom labeling interface (software: OTHER).
• Follow any brief project-specific instructions delivered with the task batch (e.g., scoring rubric or example ratings).

Requirements

• Must be an expert from the Finance industry; applicants without finance experience will not qualify.
• Certified Financial Planners (CFP) are preferred and encouraged to apply, but the primary requirement is finance-industry expertise.
• Experience level: Entry level — suitable for candidates new to AI labeling but with finance knowledge.
• Time commitment: less than 20 hours per week.
• Employment types: contractor and part-time.
• Work is open worldwide; no country or language restrictions specified.
• You will use a provided/custom labeling platform (labelingSoftware: OTHER) to submit evaluations.

Who Should Apply

This project is a fit for finance professionals, recent finance graduates, or advisors who understand private-wealth topics and can judge how closely an AI response matches certified-advisor standards.

If you hold a CFP or similar credential, mention it when applying — candidates with such credentials are preferred.

Compensation & Time Commitment

Payment type: Fixed price. Total project payment: USD 500 (fixed-price).

The project is structured as part-time contractor work with a weekly commitment under 20 hours. No hourly or per-label rates are provided; the fixed price covers the deliverables described.

How It Works & How To Apply

Apply through OpenTrain by creating a free account and submitting your application to this listing. Applications typically take only a few minutes to submit.

If selected, you'll receive the 150 Q&A items, a short scoring rubric or instructions, and access to the labeling interface (OTHER). Complete the evaluations and submit the recorded EVALUATION_RATING entries.

• When applying, include your finance-industry background and any certifications (CFP or equivalents).
• Selected contractors will be given project instructions and access details for the custom labeling tool.