Certified Financial Planner Expert - Remote
Listing checked September 22, 2026 · pay as published by AfterQuery
Overview
AfterQuery seeks a Certified Financial Planner to create the scenarios that frontier AI labs use to test model judgment in finance. You will write realistic planning cases that span retirement, tax, insurance and estate decisions, then produce reference answers that explain the reasoning behind each recommendation. The work also includes grading model output for accuracy and fiduciary soundness and calling out advice that looks plausible but would harm a client. The contract runs remote, asks for about 10 hours each week, and pays $85 to $130 per hour with weekly Stripe payments.
What You'll Do4
- 1Author realistic financial planning scenarios that begin with goal discovery and end with plan delivery.
- 2Write reference answers that set out the planning reasoning behind every recommendation.
- 3Grade model output for accuracy and fiduciary soundness.
- 4Flag advice that sounds plausible but would harm a client.
Requirements8
- 1Active CFP certification in good standing.
- 22+ years of client facing financial planning experience.
- 3Depth across retirement, tax, insurance, and estate planning.
- 4Clear written English for documenting planning reasoning.
- 5At least 10 hours per week of availability.
- 6Fee only or fiduciary practice background.
- 7Additional credentials such as CPA, CFA, or ChFC.
- 8Experience with complex cases such as equity compensation or business owners.
Who Should Apply
The ideal candidate holds an active CFP certification and has spent at least two years working with clients on retirement, tax, insurance, and estate plans. You write with clarity enough to explain why a recommendation fits a client's goals, and you can set aside 10 hours each week for remote contract work. A background in fee only or fiduciary practice helps, as does experience with equity compensation or business owner cases. This role is a poor fit for planners who lack an active CFP, who cannot commit the weekly hours, or who prefer sales oriented roles. Candidates often lose fit when they apply without current certification or when their writing samples show vague reasoning rather than step by step planning logic.
Salary Insight
The contract pays $85 to $130 per hour with weekly payments through Stripe. That band matches experienced Certified Financial Planner professionals who hold active certification and several years of client work. The higher end suits candidates with extra credentials such as CPA, CFA, or ChFC or a record of complex cases like equity compensation and business owner planning.
Pay and demand for Financial Analysis & Planning roles
AggregatedTypical pay
$86/hour
This role
$85–$130/hr
Most Financial Analysis & Planning roles pay $71–$124 per hour. This role's pay falls inside that range.
Based on 58 similar roles that publish pay · 5 publish only a top rate; those count at the rate they gave
Rates shown per hour. Yearly and monthly pay converted; one-time fees and non-USD pay are not included.
- Live similar roles
- 68
- Listed in last 30 days
- 41
- Remote
- 97%
Hiring most right now: micro1 (18) · Mercor (17) · AfterQuery (12)
Most requested skills · share of roles
- financial modeling35%
- financial analysis34%
- excel28%
- accounting25%
Figures from Financial Analysis & Planning roles live on NearSkill when this page loaded. A role can close before you apply, so check the listing itself.
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Compensation
$85–130/hr
Required Skills
Application Tip
Lead with your active CFP number and one concise example of a complex plan you built, such as a case involving equity compensation or a business owner. In your application, show how you would grade a model answer for fiduciary soundness, because reviewers focus on planning judgment and written reasoning rather than output volume.
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