Expert Opportunity - Certified Financial Planner ($70/hr, up to $1,400/week)

Overview

The organization is seeking experienced Certified Financial Planners to help train a language model on professional document, spreadsheet, and slide deck tasks.

This work focuses on creating, evaluating, and refining AI-generated outputs across core financial-planning workflows, including:

• Household cash-flow plans
• Goals-based financial plans
• Retirement drawdown models
• Debt payoff schedules
• Net-worth statements
• Risk-tolerance questionnaires

Responsibilities

• Create, evaluate, and refine AI-generated documents, spreadsheets, and slide decks related to financial planning workflows
• Translate clients’ scattered accounts and goals into clear, goals-based financial plans that clients can follow
• Ensure high-quality document, spreadsheet, and slide outputs with strong written communication and attention to detail

Qualifications

• 4+ years advising individual clients on household cash-flow planning, debt payoff scheduling, and retirement drawdown modeling
• Skilled at turning a client’s scattered accounts and goals into a clear, goals-based financial plan they can actually follow
• Expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication and attention to detail

Compensation & Benefits

• $70/hour

Location & Schedule

• Fully remote
• Flexible commitment: 5–20 hours per week (or more if desired)
• Work on your own schedule

Start Date

• ASAP