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

Overview

This opportunity supports a leading foundational AI lab with training on professional document, spreadsheet, and slide deck tasks.

The organization is seeking independent financial advisers to help create, evaluate, and refine AI-generated documents, spreadsheets, and slide decks across core financial planning workflows.

Responsibilities

• Create, evaluate, and refine AI-generated professional documents, spreadsheets, and slide decks
• Support household cash-flow planning workflows
• Support goals-based financial planning workflows
• Support retirement drawdown model workflows
• Support debt payoff schedule workflows
• Support net-worth statement workflows
• Support risk-tolerance questionnaire workflows

Requirements

• 4+ years advising individual clients on budgeting, saving, and financial planning
• 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 the client 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