Financial Services Expert

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Elite Virtual Brokerage

WebsiteLinkedInAll Job Openings

11 - 50 employees

EVB helps property owners placing and managing all of their bookings through Airbnb and many other online platforms drastically increasing their properties short-term rentals revenue generation.

📋 Description

• Analyze and assess a variety of personal financial scenarios, leveraging industry expertise to ensure accurate evaluation. • Design and draft realistic financial advising prompts that reflect genuine client inquiries and concerns. • Develop structured rubrics for evaluating AI-generated financial recommendations based on accuracy, clarity, and ethical considerations. • Provide detailed, actionable feedback on AI outputs, highlighting strengths and areas for improvement in financial reasoning. • Collaborate asynchronously with project coordinators and other domain experts through written and verbal channels. • Contribute insights from tax planning, investment, and personal finance best practices to shape project deliverables. • Stay current with trends and regulatory changes affecting personal and household financial decisions where relevant.

🎯 Requirements

• Demonstrated experience in financial advising, wealth management, banking, investment analysis, or tax planning. • Familiarity with commonly used frameworks and rubrics for financial decision-making and client assessment. • Strong written and verbal communication skills, with the ability to explain complex financial concepts clearly and concisely. • Background in creating, reviewing, or applying financial guidance in real-world contexts for individuals or households. • Analytical mindset and attention to detail when reviewing and critiquing content. • Experience participating in remote or distributed project-based engagements a plus. • Up-to-date knowledge of personal finance regulations, tax considerations, and industry standards.

🏖️ Benefits

• A very attractive and competitive package is offered.