Certified Financial Planner - AI Trainer

Help train AI models through thoughtful personal financial planning case studies. In this Certified Financial Planner role with AfterQuery Experts, you will bring a holistic planning perspective to questions and evaluations that improve how models respond to individual and household financial situations. The project AfterQuery, a research lab backed by Y Combinator and Box Group, builds novel datasets. This contract engagement focuses on designing and evaluating personal planning and advisory scenarios for AI training. Your contributions Develop high-quality planning questions and case studies that connect retirement goals, investment allocation, tax strategies, estate planning, and risk management. Review and validate model responses, explaining planning tradeoffs and documenting detailed, actionable feedback. Evaluate whether responses communicate clearly to clients and account for regulatory compliance. What you bring Required: a bachelor's degree in Finance, Economics, Business, or a related discipline, plus active securities licenses (Series 7, Series 65/66, or equivalent) OR proven experience as a financial advisor or in wealth management. Preferred: CFP, CFA, or a similar professional designation, and multiple years working with diverse client segments. Working arrangement Fully remote and asynchronous, with project-based contract assignments totaling roughly 10 hours per week. The engagement is ongoing with an ASAP start. Compensation is $85–$105 per hour. The subject matter is personal and consumer financial planning. Pay: $85.00 - $105.00 per hour Expected hours: 10.0 per week Work Location: Remote