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

Overview

This role supports a leading foundational AI lab by engaging experienced financial planners to help train a language model on professional document, spreadsheet, and slide deck tasks.

You will create, evaluate, and refine 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, review, and refine AI-generated documents, spreadsheets, and slide decks for professional financial planning use cases
• Transform clients’ scattered accounts and goals into clear, goals-based financial plans that can be followed
• Ensure high-quality written communication and attention to detail across deliverables

Requirements

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

Compensation & Benefits

• $70/hour

Commitment

• Flexible: 5-20 hours per week (or more if desired)

Location

• Fully remote; work on your own schedule

Start Date

• ASAP