No screen recording, no keystroke monitoring, no idle timers.

Independent contractor. Ongoing project work rather than single task batches.

Why Apply

• Work stays in your specialty, judged on planning judgment rather than output volume.
• Set your own hours and scale up or down week to week.
• Weekly pay via Stripe at a rate set from your experience.
• Your judgment shapes how the next generation of AI handles financial advice.

• Author realistic financial planning scenarios from goal discovery through plan delivery, the kind a practicing planner actually works.
• Write reference answers with the planning reasoning behind each recommendation, from retirement drawdown to insurance coverage.
• Grade model output for accuracy, completeness, and fiduciary soundness.
• Flag advice that reads plausible but would harm the client, the misses only a practitioner would catch.
• Author realistic financial planning scenarios from goal discovery through plan delivery.
• Write reference answers with the planning reasoning behind each recommendation.
• Grade model output for accuracy and fiduciary soundness.
• Flag advice that reads plausible but would harm the client.

• CFP professionals in good standing with at least two years of client facing planning work.
• Planners with depth across retirement, tax, insurance, and estate planning, not just investment selection.
• Fiduciary minded practitioners who can articulate why a recommendation serves the client.
• People with strong written English who can turn planning judgment into clear, teachable reasoning.
• Active CFP certification in good standing.
• 2+ years of client facing financial planning experience.

Apply at /apply/certified-financial-planner-expert. About five minutes. Resume plus a few structured questions.

Resume review. Every application gets read against a published rubric and gets a decision.

Written assessment. You may be asked to take a written assessment for further placement.

Onboarding. Sign the contractor agreement, connect Stripe, and get platform access.

Project match. You're matched to live work in your specialty, usually within a week of onboarding.

Work arrangement: Fully remote

• $85 - $130/hr.
• $85 to $130/hr, paid weekly via Stripe. Your rate is set from your experience, not negotiated down after you start.