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Investment Consultant Expert - Reviewer at Vetto. . Location: Remote. We’re recruiting . Finance professionals. (financial planners, investment advisors/consultants, and bank relationship managers) to review and improve . realistic financial scenarios. used to train AI financial assistants.. . Your job isn’t to “pick the best asset.” It’s to think like a real advisor and spot what makes a client situation . real, high-stakes, and action-changing. — then upgrade weak scenarios so they actually test the model.. . ‼️ . AI is not allowed.. If we spot AI use, we’ll block the application.. ⚠️ . This application form must be completed entirely in English.. 🚨 . READ ALL THE DESCRIPTION BELOW TO UNDERSTAND THE APPLICATION FORM.. . . WHO CAN APPLY. . . . Bank relationship managers. . . . Financial planners. . . . Investment advisors / consultants. . . . 3+ years of professional experience. . . . English level: Upper Intermediate / Advanced (required). . . . . WHAT YOU’LL DO IN THE APPLICATION (QUICK SCREENING TEST). You will review two pre-generated finance tasks. For each task, you’ll answer simple 1–5 ratings and give a short justification.. . Then, for the 2nd task, you’ll rewrite it to make it stronger.. . . WHAT “STRONG” MEANS (SIMPLE DEFINITION). A strong task includes one decisive constraint that can make “reasonable” advice materially wrong or harmful if overlooked.. . We call this a Knife:. . . . A Knife is a constraint that changes the correct strategy.. . . . Quick test: if you remove it, the best recommendation would meaningfully change.. . . . Examples of Knives in Finance:. . . . High-interest debt APR / terms. . . . Liquidity lockups or withdrawal penalties. . . . Concentration risk (single stock, employer stock). . . . Tax residency / account eligibility constraints. . . . Risk-of-ruin (thin emergency fund, income instability). . . . Compliance boundary (no illegal evasion, no guaranteed returns). . . . . WHAT YOU WILL RATE (1–5) IN THE FORM. You’ll give 3 ratings per task:. . . . Overall Quality (1–5). How clear and testable the task is (can you judge PASS/FAIL)?. . . . Knife / Hidden Context Strength (1–5). Is there a decisive constraint that flips the strategy — or is the “hidden context” just background that doesn’t change the recommendation?. . . . Checklist Quality (1–5). Does the checklist truly test strategy quality under constraints, with clear criteria?. (Strong checklists focus on constraint adherence + sequencing + risk framing + safety/compliance, written as PASS/FAIL — not “ask questions.”). . . . You’ll also write a short justification (2–4 bullets) explaining your ratings.. . . WHAT YOU WILL REWRITE (FOR THE 2ND TASK ONLY). You will rewrite these parts to make the task stronger:. . . . Scenario (3rd person) — more realistic + naturally sets up the decision pressure. . . . Prompt (user message) — natural, human, does not reveal the Knife. . . . Hidden Context (1–3 bullets) — must include exactly 1 decisive Knife. . . . Checklist (4–6 items) — each item must be PASS/FAIL, covering:. . . . constraint adherence (explicitly incorporates the Knife). . . . expert move (sequencing/phasing, liquidity preservation, ruin-risk prevention, prioritization). . . . risk framing (tradeoffs/uncertainty; no guarantees). . . . safety/compliance boundary when relevant. . . . . . Checklist item example:. PASS if it prioritizes high-APR debt (or states assumptions and branches); FAIL if it recommends investing-first without addressing the Knife.. . Important: Don’t “leak” the Knife in the prompt (no “IMPORTANT”, no all-caps, no “the key detail is…”).. . . IF SELECTED (PROJECT WORK). You’ll review batches of pre-generated finance scenarios:. . . . Rating realism and decision risk. . . . Identifying weak or missing constraints (Knives). . . . Improving tasks so they better represent real moments where “reasonable” advice becomes harmful. . . . . COMPENSATION. If selected, you will be invited to review 5 real tasks as part of the project.. (Compensation details will be provided upon selection.). . . WHAT WE’RE LOOKING FOR. . . . You can recognize what’s realistic vs. generic in client situations. . . . You understand what truly changes the recommendation (APR, liquidity, taxes/eligibility, ruin risk, concentration). . . . You can upgrade a “fine” scenario into a strong test without making it artificial. .