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Investment Consultant Expert - Reviewer

  • Finance & Accounting
  • Vetto
  • Intermediate

About this job

This project asks experienced finance professionals to review realistic client scenarios that will be used to train AI financial assistants. The work involves rating existing tasks and rewriting weak ones so that one decisive constraint would change the correct advice. It is aimed at financial planners, investment advisors and bank relationship managers with at least three years of professional practice.

What you'll do

  • Rate the realism and overall clarity of pre-generated finance tasks.
  • Judge whether each scenario contains a decisive constraint that changes the recommendation.
  • Rewrite a weak scenario with a natural prompt, hidden context and PASS/FAIL checklist items.
  • Write short justifications explaining each rating.

Requirements

Financial planningInvestment advisoryRelationship bankingTax residency rulesLiquidity managementConcentration riskCompliance
  • 3+ years of experience

Pay

Pay not disclosed

The platform does not publish the pay for this job.

Location

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

How to apply

You apply on Vetto's job board: answer the application questions for the project. If selected, Vetto invites you to work on its tasks.

All Vetto jobs and how the platform works

Source

Official posting: https://job-boards.greenhouse.io/vetto/jobs/4113914009

Last checked on October 8, 2026.

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