Financial Planner

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