Taskify AI ยท 6 hours ago
Securities, Commodities & Financial Services Sales Agent (Remote)
United States
Contract
Remote
Mid Level
4+ years expTaskify AI is hiring for one of their clients seeking experienced financial services professionals to contribute domain expertise to AI evaluation and improvement projects. In this role, you will apply your background in securities, commodities, and financial services to help evaluate and refine AI systems used in financial analysis and client advisory workflows.
Higher Education
Responsibilities
Design and analyze realistic financial market and client advisory scenarios to assess AI reasoning and outputs
Develop clear, structured written explanations related to securities trading, portfolio management, product suitability, and regulatory considerations
Review and evaluate AI-generated content for accuracy, professionalism, and alignment with ethical and compliance standards in financial services
Collaborate with research teams to improve AI understanding of financial markets, investment instruments, and advisory workflows
Qualification
Required
Minimum of 4 years of professional experience in one or more of the following roles: Securities Sales Agent, Financial Services Representative, Investment Broker or Advisor, Related financial services role
Educational background in Finance, Economics, Business Administration, or a related field, or equivalent professional experience
Relevant securities or financial services licenses (such as FINRA Series 7, Series 63, or equivalent), where applicable and legally required
Ability to communicate clearly in English, including explaining complex financial concepts in writing
Legally authorized to work as an independent contractor in your country or region of residence
Company
Taskify AI
While our platform provides the intelligence, our Staffing & Placement team provides the results.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase