Wealth & Investment Advisor — AI Product Consultant
About the role
Wealth & Investment Advisor — AI Product Consultant at Goodfin, an AI-native investment platform for private markets. This is a part-time, contract consulting role focusing on shaping the intelligence behind Goodfin’s AI products by applying expert investment judgment and frameworks.
Responsibilities
- Provide input on investment analysis frameworks, diligence processes, and decision criteria
- Review and test AI-generated analyses for accuracy, completeness, and practical usefulness
- Help calibrate AI outputs around risk, uncertainty, and suitability
- Identify gaps, edge cases, and failure modes in AI reasoning
- Participate in structured product reviews, testing sessions, and feedback loops
- Collaborate with engineering and product teams to translate human judgment into system behavior
Qualifications
- 4+ years of experience as a wealth advisor, investment advisor, portfolio manager, or allocator
- Deep familiarity with private markets (pre-IPO, growth equity, venture, private credit, or alternatives)
- Strong analytical judgment and ability to explain how and why decisions are made
- Comfort working with early-stage products and giving candid feedback
- Interest in how AI can responsibly augment human expertise
- Bonus: CFA, CFP, CAIA, or similar credentials
Skills
About goodfin
Building the next generation of wealth
GoodFin is reimagining private wealth in the era of AI. Our mission is to empower a new generation to build wealth, starting with their investments in alternative assets. Our AI-native platform combines a design-forward experience with a backend powered by a system of intelligent agents. We are building a future where AI unlocks financial hyperpersonalization, automation and optimization for sophisticated financial products, which are typically gated by advisors and reserved for very wealthy clients. This highly fragmented $1.25T global services market will undergo a sea change in the coming years, as trillions pass in the largest intergenerational wealth transfer to date. In a world where most financial decisions will become automated, we believe the next category-defining wealth company will still be human-driven at its core – powered by a high-value community like our membership base of professionals, founders and investors. The next generation financial giant will be an AI-native platform that makes wealth creation seamless, personalized, and social. That’s what we’re building.
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