Associate AI Financial Planning Analyst

О компании

Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance.

Обязанности

• Reviewing member interactions with AI Coach chat.
• Identifying opportunities for chatbot enhancements.
• Contributing to solutions libraries.

Требования

• 3+ years of client-facing experience in financial services.
• Familiarity with financial regulatory guidelines.
• FINRA Series 65 or equivalent.

Условия

• Flexible work environment.