Wealth Manager

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.

• 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.