Financial Planner

After Query 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.

• 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

• 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

• Experience in financial advising, planning, or wealth management
• Working knowledge of investment products and planning strategies
• Exceptional written and verbal communication skills

• CFP, Series 65/66, or comparable credential
• Experience across client segments and life stages
• Familiarity with planning software is a plus