Investment Consultant Expert - Reviewer

We’re recruiting Finance professionals (financial planners, investment advisors/consultants, and bank relationship managers) to review and improve realistic financial scenarios used to train AI financial assistants.

Your job isn’t to “pick the best asset.” It’s to think like a real advisor and spot what makes a client situation real, high-stakes, and action-changing — then upgrade weak scenarios so they actually test the model.

‼️ AI is not allowed. If we spot AI use, we’ll block the application. ⚠️ This application form must be completed entirely in English. 🚨 READ ALL THE DESCRIPTION BELOW TO UNDERSTAND THE APPLICATION FORM.

WHO CAN APPLY

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• Bank relationship managers
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• Financial planners
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• Investment advisors / consultants
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• 3+ years of professional experience
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• English level: Upper Intermediate / Advanced (required)

WHAT YOU’LL DO IN THE APPLICATION (QUICK SCREENING TEST)

• You will review two pre-generated finance tasks. For each task, you’ll answer simple 1–5 ratings and give a short justification.
• Then, for the 2nd task, you’ll rewrite it to make it stronger.

WHAT “STRONG” MEANS (SIMPLE DEFINITION)

A strong task includes one decisive constraint that can make “reasonable” advice materially wrong or harmful if overlooked.

We call this a Knife

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• A Knife is a constraint that changes the correct strategy.
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• Quick test: if you remove it, the best recommendation would meaningfully change.

Examples of Knives in Finance

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• High-interest debt APR / terms
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• Liquidity lockups or withdrawal penalties
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• Concentration risk (single stock, employer stock)
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• Tax residency / account eligibility constraints
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• Risk-of-ruin (thin emergency fund, income instability)
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• Compliance boundary (no illegal evasion, no guaranteed returns)
• WHAT YOU WILL RATE (1–5) IN THE FORM

You’ll give 3 ratings per task

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Overall Quality (1–5) How clear and testable the task is (can you judge PASS/FAIL)?

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Knife / Hidden Context Strength (1–5) Is there a decisive constraint that flips the strategy — or is the “hidden context” just background that doesn’t change the recommendation?

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Checklist Quality (1–5) Does the checklist truly test strategy quality under constraints, with clear criteria? (Strong checklists focus on constraint adherence + sequencing + risk framing + safety/compliance, written as PASS/FAIL — not “ask questions.”)

You’ll also write a short justification (2–4 bullets) explaining your ratings.

WHAT YOU WILL REWRITE (FOR THE 2ND TASK ONLY)

You will rewrite these parts to make the task stronger

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• Scenario (3rd person) — more realistic + naturally sets up the decision pressure
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• Prompt (user message) — natural, human, does not reveal the Knife
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• Hidden Context (1–3 bullets) — must include exactly 1 decisive Knife
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Checklist (4–6 items) — each item must be PASS/FAIL, covering

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• constraint adherence (explicitly incorporates the Knife)
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• expert move (sequencing/phasing, liquidity preservation, ruin-risk prevention, prioritization)
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• risk framing (tradeoffs/uncertainty; no guarantees)
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• safety/compliance boundary when relevant
• Checklist item example: PASS if it prioritizes high-APR debt (or states assumptions and branches); FAIL if it recommends investing-first without addressing the Knife.
• Important: Don’t “leak” the Knife in the prompt (no “IMPORTANT”, no all-caps, no “the key detail is…”).

IF SELECTED (PROJECT WORK)

You’ll review batches of pre-generated finance scenarios

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• Rating realism and decision risk
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• Identifying weak or missing constraints (Knives)
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• Improving tasks so they better represent real moments where “reasonable” advice becomes harmful

COMPENSATION

If selected, you will be invited to review 5 real tasks as part of the project. (Compensation details will be provided upon selection.)

WHAT WE’RE LOOKING FOR

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• You can recognize what’s realistic vs. generic in client situations
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• You understand what truly changes the recommendation (APR, liquidity, taxes/eligibility, ruin risk, concentration)
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• You can upgrade a “fine” scenario into a strong test without making it artificial