Financial Planner

AfterQuery Experts; San Francisco (CA); Remote; USD 83,000 - 165,000; Part time

Benefits offered by this job

Remote, asynchronous role

Competitive hourly rates

Job summary

AfterQuery Experts is seeking Financial Advisory professionals to create and evaluate financial-planning reasoning challenges for our AI training modules. This remote, flexible role offers the opportunity to design realistic advisory scenarios, including planning cases, portfolio questions, and client trade-offs, testing an AI model’s reasoning with practitioner-level judgment.

Ideal candidates will bring experience in financial planning, investment knowledge, and strong communication skills,

Qualifications

• Experience in financial advising, planning, or wealth management.
• Working knowledge of investment products and planning strategies.
• Exceptional written and verbal communication skills.

Responsibilities

• Develop planning cases, portfolio scenarios, and client-communication exercises that challenge AI models.
• Evaluate and validate model responses for accuracy and suitability of reasoning.
• Collaborate with finance and technical experts to calibrate difficulty and coverage.

Job description

AfterQuery is seeking Financial Advisory professionals to create and evaluate financial-planning reasoning challenges for our AI training modules. In this remote, flexible role, you will design realistic advisory scenarios - planning cases, portfolio questions, client trade-offs - that test an AI model's ability to reason through personal finance with practitioner-level judgment.

Why Apply

• Competitive Compensation: attractive hourly rates that reward your specialized expertise
• Innovative Impact: join a YC-backed startup revolutionizing AI with high-caliber expert content and insights
• Flexible Engagement: a remote, asynchronous role that lets you contribute to pioneering projects on your own schedule

Responsibilities

• Develop planning cases, portfolio scenarios, and client-communication exercises that challenge AI models
• Evaluate and validate model responses for accuracy and suitability of reasoning
• Collaborate with finance and technical experts to calibrate difficulty and coverage

Required Qualifications

• Experience in financial advising, planning, or wealth management
• Working knowledge of investment products and planning strategies
• Exceptional written and verbal communication skills

Preferred Qualifications

• CFP, Series 65/66, or comparable credential
• Experience across client segments and life stages
• Familiarity with planning software is a plus