# Wealth & Investment Advisor — AI Product Consultant at goodfin

- Company: goodfin (YC W22)
- What the company does: Building the next generation of wealth. Backed by Y Combinator.
- Company website: http://www.goodfin.com
- Type: Startups (AI role)
- Level: Mid level
- Location: San Francisco, CA, US / Remote (US)
- Work setup: Remote
- Pay: $40 to $200/hr (USD)
- Posted: 2026-02-03
- Apply by: 2026-10-08
- Apply: https://www.ycombinator.com/companies/goodfin/jobs/ElnnH2M-wealth-investment-advisor-ai-product-consultant
- Page: https://www.1752.vc/careers/jobs/goodfin-wealth-and-investment-advisor-ai-product-consultant/

## About 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 they'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

Tags: Finance