Wealth & Investment Advisor — AI Product Consultant

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.

We are a fast-growing seed-stage startup backed by Y Combinator, Goodwater Capital, Phoenix Fund, Perpetua Investment Group and angel investors from leading companies across tech and finance.

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.

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.

• 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

• 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

• 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

• 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.

Backend: AWS Lambda with Node.js and Express Frontend: React Infrastructure: AWS