Certified Financial Planner Expert

About the role

<p>CFP professionals to build the financial planning scenarios frontier AI labs use to test model judgment.</p>

<p>AfterQuery builds the expert evaluation data that frontier AI labs use to measure and improve their models. We're hiring CFP professionals as contractors to author and grade the financial planning scenarios those evaluations run on.</p>

<p><strong>What you'll actually do</strong></p>

<ul>

<li>Author realistic financial planning scenarios from goal discovery through plan delivery, the kind a practicing planner actually works.</li>

<li>Write reference answers with the planning reasoning behind each recommendation, from retirement drawdown to insurance coverage.</li>

<li>Grade model output for accuracy, completeness, and fiduciary soundness.</li>

<li>Flag advice that reads plausible but would harm the client, the misses only a practitioner would catch.</li>

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

Responsibilities

• 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

Required qualifications

• Active CFP certification in good standing
• 2+ years of client facing financial planning experience
• Depth across retirement, tax, insurance, and estate planning
• Clear written English for documenting planning reasoning
• Able to commit at least 10 hours per week

Preferred qualifications

• Fee only or fiduciary practice experience
• Additional credentials such as CPA, CFA, or ChFC
• Complex case experience such as equity compensation or business owners