Personal Finance Advisor – Remote Part‑Time (up to $1,400/week)

About the role

We are partnering with a leading AI lab to train its next‑generation language model on professional finance documentation. As a Personal Finance and Consumer Planning Advisor you will work remotely, on a flexible schedule, helping the model generate high‑quality financial plans, spreadsheets, and slide decks.

Key responsibilities

• Create, evaluate, and refine AI‑generated documents, spreadsheets, and slide decks covering cash‑flow plans, goals‑based financial plans, retirement drawdown models, debt payoff schedules, net‑worth statements, and risk‑tolerance questionnaires.
• Collaborate with the AI research team to provide feedback that improves model accuracy and relevance.
• Maintain a high standard of clarity, accuracy, and presentation in all deliverables.

Required profile

• Minimum 4 years experience advising individual clients on household cash‑flow planning, debt payoff scheduling, and retirement drawdown modeling.
• Proven ability to transform scattered financial data into clear, actionable, goals‑based plans.
• Expert‑level craftsmanship in creating professional documents, spreadsheets, and slide decks.
• Excellent written communication and meticulous attention to detail.

Required skills

What we offer

• Compensation of $70 per hour, with the potential to earn up to $1,400 per week.
• Fully remote work with flexible hours (5–20 hours per week or more).
• Immediate start date and the opportunity to influence cutting‑edge AI technology.