Financial Planner
AfterQuery Experts
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
Vacancy posted 2 days ago
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