Certified Financial Planner — AI Evaluation
Job Description
Create planning scenarios and assess AI recommendations for accuracy, completeness and sound fiduciary judgment.
What you will do
• Write realistic planning cases from discovery of goals through delivery of a financial plan.
• Develop reference answers explaining retirement, tax, insurance and estate-planning decisions.
• Evaluate generated recommendations for their accuracy and effect on the person in the scenario.
• Identify advice that sounds reasonable but overlooks material risks or fails the fiduciary standard.
Required background
• Active CFP certification in good standing.
• At least two years of client-facing financial-planning experience.
• Knowledge spanning retirement, tax, insurance and estate planning.
• Clear written English for explaining the reasoning behind recommendations.
• Availability for at least 10 hours per week.
Preferred background
• Fee-only or fiduciary-practice experience.
• Additional credentials such as CPA, CFA or ChFC.
• Experience with complex situations, including equity compensation or business ownership.
Availability
• Remote and asynchronous, with at least 10 hours weekly and an agreed schedule.
Pay and engagement
$90–$137/hour
Amounts are in USD.
Your hourly rate and scope are agreed before work begins.