Personal finance / consumer planning Evaluator | $80-$120/hr Remote
Overview
We’re seeking experienced personal finance and consumer planning professionals to review AI-generated financial documents, spreadsheets, and slide decks. In this remote, hourly role, you’ll leverage your domain expertise to evaluate outputs for accuracy, rigor, and presentation quality, then provide clear feedback to help refine the AI’s performance. This is a flexible contract opportunity that directly shapes how AI handles complex financial content.
What You'll Do5
- 1Assess AI-produced financial plans, budgets, and consumer planning materials against detailed quality rubrics.
- 2Identify factual errors, logical inconsistencies, and visual or formatting issues in documents, spreadsheets, and slide decks.
- 3Write structured, actionable feedback for each evaluation, citing specific strengths and areas for improvement.
- 4Collaborate with the evaluation team to refine rubrics and maintain high standards for domain-specific accuracy.
- 5Stay current on best practices in personal finance and consumer planning to ensure relevance of assessments.
Requirements4
- 15+ years of hands-on experience in personal financial planning, consumer finance, or a closely related field.
- 2Native or professional fluency in English with strong written communication skills.
- 3Advanced proficiency in Microsoft Office and Google Workspace, especially Google Slides and PowerPoint for reviewing presentations.
- 4A master’s degree or higher from a reputable institution is preferred but not required.
Who Should Apply
This role is ideal for seasoned personal finance experts—such as certified financial planners, consumer credit counselors, or financial analysts—who have a sharp eye for detail and enjoy providing constructive feedback. You should be comfortable working independently, meeting deadlines, and using common office tools to evaluate polished financial materials. If you’ve ever trained junior staff or reviewed templates for accuracy, you’ll thrive here.
Salary Insight
$80 - $120 per hour, depending on experience and domain expertise.
Application Tip
Instead of just listing your years of experience, include a brief example of a time you evaluated a complex financial document—like a budget or retirement plan—and caught a significant error. Also, demonstrate your comfort with presentation tools by mentioning which slide features you use most (e.g., charting, animations) in your resume or cover letter.
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