Help improve AI reasoning in wealth management and private client advisory by contributing your expertise as a financial advisor, portfolio manager, or CIO to a training data project.
The work captures how top practitioners build tailored portfolios, communicate with high-net-worth clients, and deliver integrated financial planning advice.

5+ years of experience as a Financial Advisor, Portfolio Manager, or CIO at an RIA, private bank, or family office (e.g., Mercer Advisors, Creative Planning, NewEdge Capital Group, Moneta, Cresset, JPMorgan Private Bank, Goldman Sachs PWM, Citi Private Bank)
Experience managing complex client relationships with meaningful AUM ($5M+ households preferred)
Deep familiarity with asset allocation, manager selection, alternatives, tax-aware investing, and estate/trust planning considerations
Ability to articulate investment rationale and financial planning strategy clearly and concisely in writing
CFP, CFA, CIMA, or equivalent designation a plus

Wealth Management – Expert AI Trainer

Key skills