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

Overview

This role involves working with a leading foundational AI lab to train a language model on professional personal finance document, spreadsheet, and slide deck tasks.

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 the creation, evaluation, and refinement of AI-generated personal finance documents, spreadsheets, and slide decks
• Translate client information (accounts and goals) into clear, goals-based financial plans that are actionable
• Produce high-quality written materials and analytical artifacts with strong attention to detail
• Support core finance workflows such as cash-flow planning, debt payoff scheduling, and retirement drawdown modeling

Requirements

• 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

Commitment

• Flexible: 5–20 hours per week (or more if desired)
• Start date: ASAP

Location

• Fully remote; work on your own schedule