Financial Advisor Expert

What You'll Do7

• Write question sets and case studies on retirement planning, investment allocation, tax strategy, estate planning, risk management and client communication that test how a model handles real planning decisions.
• Score model answers against fiduciary standards and established planning practice, naming the specific step where a response goes wrong.
• Record detailed written feedback on each response so the engineering team sees where a model breaks down and what a correct answer looks like.
• Calibrate question difficulty with fellow advisors and technical staff until the bank covers both straightforward planning and multi-goal, high-complexity scenarios.
• Cover regulatory ground, including how rules shape advice on distributions, account transfers and required documentation.
• Build scenarios around varied client profiles such as pre-retirees, high earners, business owners and blended families.
• Review content from other advisors for accuracy before it enters the training set.

Requirements7

• Active Series 7, Series 65/66 or equivalent securities license plus a record as a financial advisor or wealth management professional.
• Command of investment products and the mechanics behind a financial plan, from allocation models to withdrawal sequences.
• Bachelor's degree in finance, economics, business or a related field.
• Strong analytical writing, since every evaluation turns into written feedback a technical audience has to act on.
• A CFP, CFA or similar designation strengthens an application but is not required.
• Prior work in financial publishing, thought leadership or fintech is a plus.
• Some exposure to AI or tech-driven advisory tools helps.

Who Should Apply

Licensed advisors who have built real plans for real clients and can explain why a recommendation holds up or falls apart. CFP or CFA holders with writing experience fit best, because the role asks you to document that judgment for a technical team.

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