Expert Opportunity - Personal Finance Consultant ($70/hr, up to $1,400/week)

Overview

This role supports a foundational AI lab by helping train a language model on professional personal finance tasks involving documents, spreadsheets, and slide decks.

You will create, evaluate, and refine AI-generated outputs across core personal finance workflows, including:

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

Responsibilities

• Advise on and help produce accurate, high-quality personal finance documents, spreadsheets, and slide decks
• Evaluate and refine AI-generated document, spreadsheet, and slide outputs for clarity, correctness, and usefulness
• Translate clients’ scattered accounts and goals into clear, goals-based financial plans they can follow
• Apply expert attention to detail and strong written communication when reviewing and generating content

Requirements

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

• ASAP