Associate AI Financial Planning Analyst
Core
Review and validate AI Coach chatbot outputs for financial planning guidance, identify intelligence enhancements, and escalate risks to ensure quality and compliance.
Role type
Associate AI Financial Planning Analyst (IC)
Builds
AI Coach chatbot product features and solutions libraries
Domain
Financial services / Generative AI / Chatbots
Deliverable
product features
Required skills
Financial advisory experience, regulatory compliance knowledge, risk identification, analytical problem-solving, intent recognition, cross-functional collaboration
Preferred skills
LLM familiarity, chatbot development, JIRA proficiency, CFP designation
Technologies
LLMs, chatbots, JIRA
Responsibilities
Review and calibrate AI-generated financial planning guidance, identify opportunities for chatbot intelligence enhancements, determine keywords and phrases for intent recognition, escalate risks and inaccuracies to internal partners, contribute to cross-business solutions libraries
Seniority
Associate, hands-on IC