Personal Finance & Consumer Planning Advisor (Remote, Part‑time)

About the role

We are partnering with a leading AI lab to train its next‑generation language model on real‑world personal finance tasks. As a Personal Finance and Consumer Planning Advisor you will work remotely, on a flexible schedule, reviewing and refining AI‑generated documents, spreadsheets and slide decks that cover household cash‑flow plans, retirement drawdown models, debt payoff schedules and more.

Key responsibilities

• Evaluate and improve AI‑generated financial documents, spreadsheets and presentation decks.
• Provide expert feedback on budgeting, saving, debt repayment and retirement planning scenarios.
• Translate client financial data into clear, goals‑based plans and risk‑tolerance questionnaires.
• Collaborate with the AI research team to refine model outputs.

Required profile

• Minimum 4 years experience advising individual clients on personal finance, cash‑flow planning and retirement modeling.
• Proven ability to turn fragmented financial information into actionable, goal‑oriented plans.
• Excellent written communication and meticulous attention to detail.

Required skills

• Advanced document, spreadsheet and slide creation expertise.

What we offer

• Compensation of $70 per hour.
• Flexible commitment of 5–20 hours per week (or more).
• Fully remote work with autonomy over schedule.