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Last updated: 14 hours ago

Remote Wealth Manager – AI Model Training - AI Trainer

SuperAnnotateSan Juan, Texas, US
Remote
Full-time

This is a unique opportunity to contribute directly to how the next generation of AI systems reason about personal finance, portfolio construction, estate planning, tax-aware investing, retirement ...Show more

 • New!

Remote Wealth Manager – AI Model Training - AI Trainer

SuperAnnotateMurillo, Texas, US
Remote
Full-time

This is a unique opportunity to contribute directly to how the next generation of AI systems reason about personal finance, portfolio construction, estate planning, tax-aware investing, retirement ...Show more

 • New!

Work-at-Home Data Maintenance Specialist

FocusGroupPanelPharr, Texas, United States
Remote
Part-time

Work From Home, Entry Level Data Entry Clerk As A Research Participant.We are looking for people who want to work remotely from home.You'll need an Internet connection and a mobile device or comput...Show more

Remote Wealth Manager – AI Model Training - AI Trainer

SuperAnnotateLa Homa, Texas, US
Remote
Full-time

This is a unique opportunity to contribute directly to how the next generation of AI systems reason about personal finance, portfolio construction, estate planning, tax-aware investing, retirement ...Show more

 • New!

Remote Wealth Manager – AI Model Training - AI Trainer

SuperAnnotateEdinburg, Texas, US
Remote
Full-time

This is a unique opportunity to contribute directly to how the next generation of AI systems reason about personal finance, portfolio construction, estate planning, tax-aware investing, retirement ...Show more

 • New!

Remote Wealth Manager – AI Model Training - AI Trainer

SuperAnnotateAlton, Texas, US
Remote
Full-time

This is a unique opportunity to contribute directly to how the next generation of AI systems reason about personal finance, portfolio construction, estate planning, tax-aware investing, retirement ...Show more

 • New!

Remote Wealth Manager – AI Model Training - AI Trainer

SuperAnnotateMission, Texas, US
Remote
Full-time

This is a unique opportunity to contribute directly to how the next generation of AI systems reason about personal finance, portfolio construction, estate planning, tax-aware investing, retirement ...Show more

 • New!

Remote General Accounting Expert - AI Trainer ($50-$70 per hour)

MercorEdinburg, Texas, US
Remote
Part-time

What you'll do** Mercor is partnering with leading AI labs to advance frontier agent evaluations in accounting.As a General Accounting Expert, you'll build long-horizon accounting tasks that mirror...Show more

International Sales Representative I

IBC BankMcallen, TX
Full-time

The International Sales Representative is responsible for relationship building and driving the IBC experience by providing personalized international and domestic banking services carried out accu...Show more

Remote Wealth Manager – AI Model Training - AI Trainer

SuperAnnotatePharr, Texas, US
Remote
Full-time

This is a unique opportunity to contribute directly to how the next generation of AI systems reason about personal finance, portfolio construction, estate planning, tax-aware investing, retirement ...Show more

 • New!

Remote Wealth Manager – AI Model Training - AI Trainer

SuperAnnotatePalmview, Texas, US
Remote
Full-time

This is a unique opportunity to contribute directly to how the next generation of AI systems reason about personal finance, portfolio construction, estate planning, tax-aware investing, retirement ...Show more

 • New!

Remote Wealth Manager – AI Model Training - AI Trainer

SuperAnnotateHidalgo, Texas, US
Remote
Full-time

This is a unique opportunity to contribute directly to how the next generation of AI systems reason about personal finance, portfolio construction, estate planning, tax-aware investing, retirement ...Show more

 • New!

Physical Therapist Assistant

Colonial Manor Advanced Rehab & HealthcarePharr, TX
Full-time

Colonial Manor Advanced Rehab & Healthcare -.Colonial Manor Advanced Rehab & Healthcare.PRN Physical Therapist Assistant!.The Physical Therapy Assistant (PTA) will provide direct patient care servi...Show more

Advisor Development Program Financial Solutions Advisor Trainee Centralized: McAllen, TX

Bank of AmericaMcallen, TX, United States
Full-time

At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country.Each day, we connect with 67 million clients through a growing specialist workfo...Show more

Remote Wealth Manager – AI Model Training - AI Trainer

SuperAnnotateMcAllen, Texas, US
Remote
Full-time

This is a unique opportunity to contribute directly to how the next generation of AI systems reason about personal finance, portfolio construction, estate planning, tax-aware investing, retirement ...Show more

 • New!

Wealth Management Senior Trust Officer

Lone Star National BankMcallen, TX, United States
Full-time

Wealth Management Senior Trust Officer.Corporate - 1st Floor - McAllen, TX 78504.Fulfills fiduciary responsibilities of Lone Star National Bank (LSNB) by providing expert trust administration and c...Show more

Remote Legal Expert — Specialist (Real Estate, Tax, Bankruptcy, Estates) - AI Trainer ($85-$120 per hour)

MercorPharr, Texas, US
Remote
Full-time

About the Role Mercor is partnering with a leading AI lab to train frontier models on high-quality legal reasoning data.We're hiring Specialist Lawyers in Real Estate, Tax, Bankruptcy/Restructuring...Show more

Remote Wealth Manager – AI Model Training - AI Trainer

SuperAnnotateAlamo, Texas, US
Remote
Full-time

This is a unique opportunity to contribute directly to how the next generation of AI systems reason about personal finance, portfolio construction, estate planning, tax-aware investing, retirement ...Show more

 • New!

Purchaser III or IV - Procurement Division

Texas Department of TransportationPharr, TX, United States
Full-time +2

Purchaser III or IV - Procurement Division.Are you interested in putting your mind to work, solving problems for diverse stakeholders, and turning requests and plans into concrete detail on paper? ...Show more

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Remote Wealth Manager – AI Model Training - AI Trainer

Remote Wealth Manager – AI Model Training - AI Trainer

SuperAnnotateSan Juan, Texas, US
14 hours ago
Job type
  • Full-time
  • Remote
Job description

This is a unique opportunity to contribute directly to how the next generation of AI systems reason about personal finance, portfolio construction, estate planning, tax-aware investing, retirement strategy, risk management, and advisory communication.

We’re looking for experienced Wealth Managers who can challenge advanced language models on job-specific topics provided for this project, including investment policy statements, asset allocation, client suitability, behavioral finance, estate and trust considerations, tax-loss harvesting, retirement income planning, risk tolerance assessment, alternative investments, and regulatory or fiduciary standards. Your work will help strengthen model accuracy, reasoning quality, and communication standards in complex wealth advisory scenarios.

Key Responsibilities :

  • Evaluate AI-generated responses for technical accuracy, clarity, suitability, and alignment with wealth management best practices.
  • Challenge advanced language models with realistic wealth management scenarios involving high-net-worth clients, retirement planning, portfolio strategy, liquidity needs, tax considerations, and multi-generational wealth transfer.
  • Review and refine AI-generated prompts, model responses, explanations, and rubrics related to financial planning, investment strategy, risk profiling, and client advisory conversations.
  • Provide structured feedback on where AI outputs demonstrate strong reasoning, incomplete assumptions, regulatory gaps, or inappropriate financial recommendations.
  • Assess whether model responses appropriately distinguish between general financial education and personalized financial advice.
  • Help shape AI communication standards for clear, responsible, and client-appropriate explanations of complex wealth management concepts.
  • Support benchmarking efforts by identifying high-quality examples of expert reasoning, nuanced advisory judgment, and model failure modes.
  • Create or validate realistic evaluation tasks that test the model’s ability to reason through client objectives, constraints, risk capacity, tax exposure, time horizon, and estate planning priorities.

Your Profile :

  • 4+ years of professional experience in wealth management, private banking, financial advisory, family office services, portfolio management, or a closely related client-facing financial planning role.
  • Significant hands-on experience developing financial plans, investment strategies, portfolio recommendations, retirement income plans, or advisory solutions for affluent, high-net-worth, or complex client households.
  • Deep knowledge of asset allocation, investment planning, tax-aware portfolio management, estate planning fundamentals, retirement strategy, risk tolerance assessment, insurance considerations, and client suitability.
  • Strong understanding of fiduciary standards, advisory ethics, financial planning workflows, client discovery, investment policy statements, and regulatory considerations relevant to wealth management.
  • Proven experience translating complex financial concepts into clear, client-appropriate written explanations.
  • Demonstrated experience in evaluating financial tradeoffs across risk, return, liquidity, taxes, time horizon, estate goals, and behavioral factors.
  • Demonstrated experience in evaluating financial tradeoffs across risk, return, liquidity, taxes, time horizon, estate goals, and behavioral factors.