Financial Advisor - AI Training Project (Remote, USA)

Role Overview

Handshake is seeking experienced Financial and Credit Advisors for a unique opportunity: an hourly, temporary AI research project. No prior AI experience is necessary! This role allows you to leverage your financial expertise to evaluate and improve AI models. You'll assess AI-generated content, provide feedback, and contribute to the development of AI's understanding of financial advising tasks and language.

This is a project-based opportunity that offers flexible hours and can be done alongside your current employment. Projects are available year-round, with new opportunities arising periodically across different areas of expertise. If you're a financial professional looking for a rewarding side project, this could be the perfect fit!

A Day in the Life

As a Financial Advisor in this AI training project, your day might involve the following:

• Evaluating AI-Generated Responses: Review responses from AI models to prompts related to financial advising scenarios. Does the AI provide accurate, helpful, and ethical advice?
• Developing Prompts: Craft clear and concise prompts for AI models that reflect real-world financial advising tasks. For example, "Write a script for a financial advisor explaining the benefits of debt consolidation to a client struggling with credit card debt."
• Providing Feedback: Offer constructive feedback on the AI's performance, identifying areas for improvement in accuracy, clarity, and relevance.
• Analyzing Financial Content: Assess the quality and accuracy of financial information generated by AI models, ensuring it aligns with industry standards and regulations.
• Collaborating Asynchronously: Communicate with the project team and AI developers through online platforms, sharing insights and suggestions for model improvement.

Why Remote (USA)?

This position is fully remote, allowing you to work from anywhere in the United States. This offers several advantages:

• Flexibility: Set your own hours and work around your existing schedule.
• Convenience: Eliminate commute time and work from the comfort of your home.
• Work-Life Balance: Better integrate work with your personal life and responsibilities.
• Accessibility: Open to financial professionals across the entire United States.

Career Path

While this is a temporary, project-based role, it can provide valuable experience and insights into the intersection of finance and artificial intelligence. This experience can be beneficial for:

• Financial Advisors: Enhance your understanding of AI and its potential applications in the financial industry.
• AI/Machine Learning Professionals: Gain valuable domain expertise in finance.
• Career Advancement: Stand out in the job market with unique AI experience.
• Exploring New Opportunities: Open doors to potential roles in AI-driven financial services.

Salary & Benefits

This is an hourly, temporary position. Compensation is competitive and commensurate with experience. While specific benefits are not offered due to the project-based nature of the role, the flexibility and opportunity to work alongside your primary employment are significant advantages.

Mission

Our mission is to empower individuals with the tools and knowledge they need to make informed financial decisions. By participating in this AI training project, you'll contribute to the development of AI models that can provide accessible and accurate financial guidance to a wider audience.

How to Apply

The application process is simple:

1. Create a Handshake Account: If you don't already have one, sign up for a free Handshake account.
2. Upload Your Resume: Showcase your financial experience and qualifications.
3. Verify Your Identity: Complete the identity verification process.
4. Get Matched: Be matched with relevant AI training projects based on your skills and experience.
5. Onboard: Complete the onboarding process for your assigned project.
6. Start Working and Earning: Begin contributing to the AI model development and get paid for your time.

FAQ

1. What type of financial experience is required? We are looking for individuals with at least 4 years of professional experience in financial advising, credit counseling, or related fields. Experience with debt management, budgeting, and financial planning is highly desirable.
2. Do I need prior AI experience? No, prior AI experience is not required. We will provide the necessary training and guidance to participate in the project.
3. How much time commitment is required? The hours are flexible, with no minimum commitment. Most participants average 5-20 hours per week.
4. When will I be placed into a project? Placement into a project depends on project availability. If you apply now and a suitable project is not immediately available, more opportunities will become available soon.
5. Can F-1 students participate? F-1 students who are eligible for CPT or OPT may be eligible for projects on Handshake AI. Work with your Designated School Official to determine your eligibility. If your school requires a CPT course, Handshake AI may not meet your school’s requirements. STEM OPT is not supported.
6. What type of work authorization is supported? Refer to Handshake AI documentation for specific information on supported work authorizations.
7. What are the technical requirements for participating? You will need a computer with internet access and the ability to use online communication and collaboration tools.
8. How will I be paid? Payment details will be provided upon project onboarding.
9. What if I have questions during the project? A project team will be available to answer your questions and provide support.
10. Is this a contract or employment position? This is a temporary, project-based contract position.