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Wealth & Investment Advisor AI Product Consultant

San Francisco,...
g

goodfin

Startup
Category
Finance
Experience
4-7 years
Type
Contract
Location
San Francisco, CA, US / Remote...
Salary
$40 - $200
Job Description
Benefits & Culture
Flexible schedule
Consulting arrangement
Project-based
Retainer-based
Core Values
AI-native
User-centric
Innovation
Integrity
This goes straight to the founder
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No recruiters. Founders reply directly.

Founder Signals
Response Rate
85%
Avg Response Time
2 hours
Compensation Calculator
In startups, higher salary usually means lower equity.
Salary (affects equity %)
Link salary ↔ equity
$125,000
$40$200
Equity % (auto from trade-off model)
0.51%
0%5%
Projected Exit Value
$350,000,000
$10M$500M
Live Trade-off
Salary
Equity %
Est. Equity Value at Exit
$100,000
0.51%
$892,500
$125,000
0.51%
$892,500
$150,000
0.51%
$892,500
$175,000
0.51%
$892,500

Advanced Salary & Equity Calculator

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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

  1. Provide input on investment analysis frameworks, diligence processes, and decision criteria
  2. Review and test AI-generated analyses for accuracy, completeness, and practical usefulness
  3. Help calibrate AI outputs around risk, uncertainty, and suitability
  4. Identify gaps, edge cases, and failure modes in AI reasoning
  5. Participate in structured product reviews, testing sessions, and feedback loops
  6. Collaborate with engineering and product teams to translate human judgment into system behavior

What We’re Looking For

  1. 4+ years of experience as a wealth advisor, investment advisor, portfolio manager, or allocator
  2. Deep familiarity with private markets (pre-IPO, growth equity, venture, private credit, or alternatives)
  3. Strong analytical judgment and ability to explain how and why decisions are made
  4. Comfort working with early-stage products and giving candid feedback
  5. Interest in how AI can responsibly augment human expertise
  6. Bonus: CFA, CFP, CAIA, or similar credentials

How This Engagement Works

  1. Flexible, part-time consulting arrangement
  2. Project-based or retainer-based (depending on fit)
  3. Regular collaboration with Goodfin’s product and AI teams
  4. No obligation to bring clients or sell product

Why This Is Interesting

  1. Direct influence on how AI is applied to real investment decisions
  2. Opportunity to shape the future of advisor-grade AI tools
  3. Intellectual partnership with a senior, product-driven team
  4. 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.