Wealth Manager

Overview

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.

What you’ll actually do

• 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.

Roles this fits

Common backgrounds: Wealth Manager, Financial Advisor, Estate Planner.

What we look for

• Experience in wealth management, financial advising, or planning.
• Familiarity with investments, tax, and retirement or estate planning.
• Clear written English: your explanations are the training signal.
• No degree required. We care about what you can do, not where you learned it.

Compensation

$75 to $125+/hr depending on task difficulty and specialization. Many contributors add $10k to $100k+ a year; some make it their full-time income.

About DataAnnotation

DataAnnotation is where 100k+ experts train the world’s leading AI models. $150M+ paid to contributors to date, and the average contributor stays 5+ years. Flexible, remote, and always project-available.

Terms

• Engagement: Independent contractor
• Hours: Flexible hours
• Location: Remote
• Payouts: Weekly