Personal Finance & Consumer Planning Consultant

Role Description

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

• 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.

Qualifications

• 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: .