Overview
This role supports a foundational AI lab by helping train a language model to handle professional document, spreadsheet, and slide deck tasks.
Work focuses on generating, evaluating, and refining AI-produced materials 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 for financial-planning use cases
- Translate a client’s scattered accounts and goals into clear, goals-based financial plans that are actionable
- Review and improve outputs for accuracy, clarity, and attention to detail
- Produce high-quality written work products with strong communication
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
- Flexible commitment: 5–20 hours per week (or more if desired)
Location
- Fully remote; work on your own schedule
Start Date