Talent poolRecently verified

Wealth Manager

  • Finance & Accounting
  • Platform: DataAnnotation

$40-125/hrAs published by the platform.

About this job

Evaluate and improve AI-generated financial plans for wealth management by assessing suitability, tax implications, and retirement or estate planning logic. Provide corrections and sound advice when AI models produce inadequate guidance, helping train models to generate better personal-finance recommendations.

What you'll do

  • Evaluate AI-generated financial plans including asset allocation, retirement strategy, and client goals assessment.
  • Verify tax treatment, suitability assessment, and withdrawal or estate planning logic in proposed financial advice.
  • Write corrected financial guidance when AI plans fall short, tailored to specific client situations.
  • Compare AI recommendations against real-world financial planning standards and best practices.

Requirements

Wealth managementFinancial advisingInvestment analysisTax planningRetirement planningEstate planning

    Pay

    $40-125/hr

    Pay as published by the platform. It is not a guarantee of income or hours.

    Location

    The platform has not published which countries are eligible for this job.

    How to apply

    You apply on DataAnnotation: create an account, take the qualification assessment for your field, then pick up paid projects when you qualify.

    All DataAnnotation jobs and how the platform works

    Source

    Official posting: https://www.dataannotation.tech/job-board/wealth-manager

    Last checked on October 8, 2026.

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