Wealth Manager
About this role
Overview Models give financial advice that sounds reassuring and quietly ignores the client: a tax-blind withdrawal plan, an allocation that forgets the time horizon, an estate suggestion that would fall apart in probate. Someone has to fit the plan to a real person's goals and constraints, and that someone is you. As a Wealth Manager you'll evaluate AI financial-planning and advice, check the suitability and the tax logic, and write the judgments that teach models what sound personal-finance guidance looks like. What you’ll actually do - Evaluate AI financial plans: allocation, retirement, and the goals and horizon behind them. - Check the details that matter: tax treatment, suitability, and estate and withdrawal logic. - Write the sound advice when the model falls short, fit to a real client's situation. Roles this fits Common backgrounds: Wealth Manager, Financial Advisor, Estate Planner. What we look for - Experience in wealth management, financial advising, or planning. - Familiarity with investments, tax, and retirement or estate planning. - Clear written English: your explanations are the training signal. - No degree required. We care about what you can do, not where you learned it. How it works Apply Qualify Work & get paid Compensation Up to $125+/hr depending on task difficulty and specialization. Many contributors add $100k–$200k a year; some make it their full-time income. About DataAnnotation DataAnnotation is where 1M+ experts train the world’s leading AI models. Hundreds of millions paid to contributors to date, and the average contributor stays 5+ years. Flexible, remote, and always project-available.
Application listings
Choose a source listing and check its country requirements.