Personal Finance & Consumer Planning Advisor (Remote)

About the role

We are partnering with a leading AI lab to train its newest language model on professional finance documentation. You will use your expertise in personal finance and consumer planning to create, evaluate, and refine AI‑generated documents, spreadsheets, and slide decks.

Key responsibilities

• Develop and review AI‑generated household cash‑flow plans, goals‑based financial plans, retirement drawdown models, debt payoff schedules, net‑worth statements, and risk‑tolerance questionnaires.
• Turn scattered client account information into clear, actionable financial plans.
• Produce high‑quality documents, spreadsheets, and slide decks with meticulous attention to detail.

Required profile

• 4+ years advising individual clients on household cash‑flow planning, debt payoff scheduling, and retirement drawdown modeling.
• Ability to translate complex client data into concise, goals‑based financial plans.
• Expert‑level craftsmanship in documents, spreadsheets, and slide presentations, with excellent written communication.

Required skills

• Retirement drawdown modeling
• Household cash‑flow planning
• Debt payoff scheduling

What we offer

• Compensation: $70 per hour
• Flexible commitment: 5–20 hours per week (or more)
• Fully remote work on your own schedule
• Start date: ASAP