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

Overview

This opportunity is with a leading foundational AI lab seeking experienced independent financial advisers to help train a language model on professional document, spreadsheet, and slide deck tasks.

The work will involve creating, evaluating, and refining AI-generated documents, spreadsheets, and slide decks across core financial-advisory 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 professional outputs (documents, spreadsheets, and slide decks)
• Support core financial planning workflows, including cash-flow planning, goals-based plans, retirement drawdown modeling, and debt payoff scheduling
• Produce net-worth statements and risk-tolerance questionnaires in a professional format

Requirements

• 4+ years advising individual clients on household cash-flow planning, debt payoff scheduling, and retirement drawdown modeling
• Strong ability to translate 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

Commitment

• Flexible, 5–20 hours per week (or more if desired)

Location

• Fully remote; work on your own schedule

Start Date

• ASAP