- Job title
- Wealth & Investment Advisor — AI Product Consultant
- Job location
- San Francisco, CA, US / Remote (US)
- Job description
- ### **About Goodfin**
Goodfin is an AI-native investment platform for private markets. We’re building agentic AI systems that help investors research, evaluate, and act on private investment opportunities with clarity and confidence.
### **The Role**
We’re looking for experienced wealth and investment advisors to work with us to help shape the intelligence behind Goodfin’s AI products.
This is not a client-facing advisory role and not a sales role. Instead, you’ll act as a domain expert — contributing your judgment, frameworks, and decision-making process to help train, evaluate, and refine how our AI thinks and behaves.
### **What You’ll Do**
* 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
### **What We’re Looking For**
* 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
### **How This Engagement Works**
* Flexible, part-time consulting arrangement
* Project-based or retainer-based (depending on fit)
* Regular collaboration with Goodfin’s product and AI teams
* No obligation to bring clients or sell product
### **Why This Is Interesting**
* Direct influence on how AI is applied to real investment decisions
* Opportunity to shape the future of advisor-grade AI tools
* Intellectual partnership with a senior, product-driven team
* Early visibility into cutting-edge AI systems for private markets (and beyond — we will be launching other wealth products in 2026)
If you care about the quality of investment decision-making — and want to help shape the tools that will define the next generation of wealth platforms — we’d love to talk.
