betterteam

Remote Securities, Commodities & Financial Services Sales Agent

Turing

Remote, USA

Contract, Full Time

Mid · 4+ years experience

Remote

USD 100-150 hourly / hour

Discovered 1 weeks ago

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In this role, you will contribute to projects that help fine-tune and evaluate large language models using your expertise in financial markets, sales processes, and investment instruments.
No prior AI experience is required.
These projects will help you explore how AI can be leveraged to enhance financial analysis, client advisory, and operational efficiency in securities and investment services.
Design and solve realistic market and client advisory scenarios to test AI reasoning.
Write clear, structured explanations covering securities trading, portfolio management, product suitability, and regulatory compliance.
Evaluate AI responses for accuracy, professionalism, and adherence to ethical and compliance standards in financial services.
Collaborate with researchers to refine AI understanding of financial markets, investment instruments, and advisory workflows.
4+ years of experience as a Securities Sales Agent, Financial Services Representative, Investment Broker, or a related role.
Background in Finance, Economics, Business Administration, or a related field (Bachelor’s or higher preferred).
FINRA Series 7, Series 63, or equivalent securities licenses preferred.
Strong English communication and reasoning skills.
Ability to explain complex financial concepts and instruments clearly and effectively.
Strong compensation (exact amount varies by project).
Work in a fully remote environment.
Engagement type: Contractor assignment/freelancer, potentially full-time.
Duration of projects: approximately 1 month (with possibility for extension).
Confidential or proprietary information from any employer, university, etc.
Trade secrets or internal company or university data.
Specific client information or case details.
Any information that would violate NDAs, employment agreements or other confidentiality obligations.