Remote | Personal Finance & Consumer Planning Consultant - $70-$110/hour

About the job Remote | Personal Finance & Consumer Planning Consultant - $70-$110/hour


We are sharing a specialised part-time consulting opportunity for personal finance and consumer planning professionals experienced in reviewing financial documents, spreadsheets, slide decks, planning materials, consumer guidance, and presentation-quality work products for accuracy, rigor, clarity, and domain quality.

This role supports current and upcoming remote consulting opportunities focused on personal finance and consumer planning artifact review, rubric-based evaluation, document and spreadsheet assessment, slide deck quality review, structured feedback, and high-quality project execution. Selected professionals will evaluate AI-generated work products and apply subject-matter expertise to identify factual, analytical, aesthetic, and presentation issues.

Key Responsibilities

Professionals in this role may contribute to:

Personal Finance Artifact Evaluation

• Evaluate AI-generated documents, spreadsheets, and slide decks involving personal finance or consumer planning topics
• Review outputs for factual accuracy, practical relevance, financial reasoning quality, and domain rigor
• Assess materials involving budgeting, saving, debt planning, credit, retirement planning, insurance, household finance, consumer decision-making, or related topics
• Identify incomplete analysis, weak assumptions, unclear recommendations, or inaccurate financial guidance

Spreadsheet, Document & Slide Review

• Review spreadsheets for structure, clarity, logic, calculations, and usability
• Assess slide decks for presentation quality, organization, visual clarity, and audience appropriateness
• Identify factual, aesthetic, formatting, and presentation errors across Microsoft Office and Google Workspace files
• Evaluate whether documents and presentations meet professional-quality standards

Rubric-Based Feedback & Quality Review

• Evaluate work products against domain-specific quality rubrics
• Provide clear, structured written feedback explaining strengths, weaknesses, and improvement areas
• Apply consistent review standards across documents, spreadsheets, and slide decks
• Support high-quality evaluation materials through precise, professional feedback

Ideal Profile

Strong candidates may have:

• 5+ years of relevant professional experience in personal finance, consumer planning, financial planning, financial education, consumer advisory, wealth planning, or related fields
• Native or professional fluency in English
• High proficiency in Microsoft Office and Google Workspace
• Strong experience with Google Slides, PowerPoint, Excel, Google Sheets, Word, and Google Docs
• Ability to evaluate documents, spreadsheets, and slide decks with strong attention to detail
• Excellent written communication skills and ability to provide structured feedback
• Ability to work independently in a remote, project-based environment

Educational Background

• Academic backgrounds in finance, economics, business, accounting, financial planning, consumer studies, public policy, or related fields may be relevant
• Advanced degree from a reputable institution may be valuable
• Professional certifications or training in financial planning, consumer finance, financial education, or advisory work may also be relevant depending on project scope

Nice to Have

• Master's degree or higher in a relevant field
• Experience creating or reviewing financial planning documents, consumer finance guides, educational materials, financial presentations, or spreadsheet-based planning tools
• Familiarity with CFP, AFC, ChFC, CFA, CPA, or comparable finance-related frameworks may be helpful depending on project scope
• Experience reviewing presentation decks for clarity, polish, and business-facing communication quality
• Strong ability to evaluate both financial substance and visual/presentation quality

Why This Opportunity

• Apply personal finance and consumer planning expertise to structured remote evaluation work
• Review high-quality documents, spreadsheets, and slide decks across practical financial planning topics
• Contribute to accurate, rigorous, and professionally presented financial guidance materials
• Use your financial judgment and communication skills to improve artifact quality
• Remote structure with competitive hourly compensation

Contract Details

• Independent contractor role
• Fully remote with flexible scheduling
• Eligible professionals may be based in approved project locations depending on project needs
• Project commitment may vary depending on availability and scope
• Competitive rates between $70-$110 per hour depending on expertise and project scope
• Weekly payments via Stripe or Wise
• Projects may be extended, shortened, or adjusted depending on scope and performance
• Work will not involve access to confidential or proprietary information from any employer, client, or institution

About the Platform

This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams.

By submitting this application, you acknowledge that your information may be processed by 24-MAG LLC for recruitment and opportunity matching in accordance with our Privacy Policy: