Wealth Advisor

$50 - $60/hr

Full-time, Part-time, Contractor

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Job description

DataAnnotation is committed to creating high-quality AI. We are looking for a Wealth Advisor to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you're looking to contribute part‐time alongside a current position, pursue it full‐time, or engage periodically as a flexible professional opportunity.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision‐making. Role In this role, you might: Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work Push the models with complex, real‐world scenarios and edge cases to see where their reasoning holds up – and where it doesn't.

Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert‐level financial reasoning and formal training in a finance‐related discipline. A Master's or PhD (completed or in progress) is strongly preferred.

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits This is a full‐time or part‐time REMOTE position You'll be able to choose which projects you want to work on You can work on your own schedule Projects are paid hourly starting at USD $50–$60 per hour, with bonuses on high‐quality and high‐volume work Responsibilities Give AI chatbots diverse and complex problems and evaluate their outputs Evaluate the quality produced by AI models for correctness and performance Qualifications Fluency in English (native or bilingual level) Detail‐oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Masters and/or PhD is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you.

PayPal will handle any currency conversions from USD. Only applicants in United States will be considered for this role. This is an independent contract position.

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Frequently asked questions

Q: What skills or qualities help someone succeed as a Private Wealth Advisor?

A: To succeed as a Private Wealth Advisor, key technical skills include in-depth knowledge of investment products, tax planning strategies, and estate planning techniques. Soft skills such as exceptional communication, active listening, and empathy are crucial for building trust with high-net-worth clients and understanding their complex financial needs. Additionally, strong analytical and problem-solving skills, as well as the ability to navigate complex regulatory environments, are essential for providing tailored advice and navigating the ever-changing financial landscape.

Q: What is the career path for a Private Wealth Advisor?

A: A Private Wealth Advisor's typical career progression involves starting as a Financial Advisor or Financial Representative, where they develop client relationships and provide investment advice, progressing to a Senior Financial Advisor or Portfolio Manager role, where they oversee complex client portfolios and lead teams, and ultimately reaching a Director or Wealth Management Director position, where they oversee business strategy and operations. Key opportunities for skill development include advanced certifications like the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA), as well as expertise in areas like tax planning, estate planning, and investment management. Long-term career prospects may include transitioning into executive roles, such as Chief Investment Officer or Chief Operating Officer, or pursuing entrepreneurial ventures like starting a wealth management firm or financial services company.



DataAnnotation job posting for a Wealth Advisor in Raleigh, NC with a salary of $50 to $60 Hourly with a map of Raleigh location.