Investment Consultant, Expert

Likely ghost job

🕒 July 28

🇧🇷 Brazil – Remote

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

Apply Now
Find Similar Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Logo of Vetto

Vetto

2 - 10 employees

Vetto is a company — no company-specific information is present in the provided text. The content supplied is LinkedIn site boilerplate and does not include Vetto's business description, products, or services. I cannot determine Vetto's market, offerings, or positioning from the text given. Please provide the company's website, LinkedIn company summary, pitch, or product details so I can create an accurate description and select relevant industries.

📋 Description

• Review and improve realistic financial scenarios used to train AI financial assistants • Review two pre-generated finance tasks in the application screening test • Provide 1–5 ratings for overall quality, Knife/hidden-context strength, and checklist quality • Write 2–4 bullet-point justifications for ratings • Rewrite the second task’s scenario, user prompt, hidden context, and checklist • Ensure rewritten scenarios include one decisive constraint, realistic decision pressure, risk framing, sequencing, and safety/compliance boundaries • If selected, review batches of pre-generated finance scenarios • Rate realism and decision risk • Identify weak or missing constraints • Improve tasks so they represent situations where reasonable advice could become harmful

🎯 Requirements

• Finance professional background as a financial planner, investment advisor/consultant, or bank relationship manager • 3+ years of professional experience • Upper Intermediate / Advanced English level required • Ability to recognize realistic versus generic client situations • Understanding of factors that materially change financial recommendations, including APR, liquidity, taxes/account eligibility, ruin risk, and concentration • Ability to improve financial scenarios without making them artificial • AI is not allowed in the application • Application form must be completed entirely in English

🏖️ Benefits

• Compensation details will be provided upon selection • Project compensation for reviewing 5 real tasks if selected

Apply Now

Similar Jobs

🕒 July 28

BRAVO PLANEJAMENTO FINANCEIRO

2 - 10

💸 Finance

💼 Consulting

Consultor de Planejamento Financeiro analisando clientes e diversificando investimentos conforme seus objetivos. Protegendo renda com seguros e apoiando liberdade financeira e sucessão patrimonial.

🗣️🇧🇷🇵🇹 Portuguese Required

🕒 July 28

BRAVO PLANEJAMENTO FINANCEIRO

2 - 10

💸 Finance

💼 Consulting

Consultor de Planejamento Financeiro analisando clientes e diversificando investimentos. Estruturando seguros, liberdade financeira e sucessão patrimonial.

🗣️🇧🇷🇵🇹 Portuguese Required

🕒 June 26

RSM Saúde

11 - 50

🏥 Healthcare

💼 Consulting

🛡️ Insurance

Assistente financeiro autônomo apoiando contas, repasses, conciliações e cobranças. Organização de rotinas financeiras para empresa de serviços médicos em São Paulo.

🗣️🇧🇷🇵🇹 Portuguese Required

🕒 June 9

LILT AI

201 - 500

🤖 Artificial Intelligence

☁️ SaaS

🏢 Enterprise

As a Subject Matter Expert, create and review tasks reflecting local finance practices. Join Lilt in advancing AI technology through your financial expertise.

🇧🇷 Brazil – Remote

🔥 Funding within the last year

💰 $25M Funding Round - LILT on 2025-06

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🕒 March 11

Gratia

11 - 50

💼 Consulting

🏪 Marketplace

🤖 Artificial Intelligence

Financial Modelling Specialist at Gratia responsible for building essential financial tools and models. Focus on integrating models, valuations, and forecasting dashboards for critical business decisions.

🇧🇷 Brazil – Remote

💵 $27 - $50 / hour

💰 $300.1k Pre Seed Round - Gratia on 2024-05

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com
Follow Remote Rocketship on LinkedInFollow Remote Rocketship on InstagramFollow Remote Rocketship on FacebookFollow Remote Rocketship on TikTok