What the work involves

You'll receive AI-generated deliverables of the kind a planner would actually hand a client: a written retirement readiness memo, a spreadsheet modeling Roth conversion timing, a slide deck walking a household through a debt-paydown sequence or an education funding plan. Your job is to grade each one against a rubric and write up what's wrong and why. That means catching substantive errors — a misapplied RMD age, a Social Security claiming assumption that ignores spousal benefits, a savings rate computed on gross instead of net, an emergency fund recommendation that contradicts the stated income volatility — alongside the presentation problems that make a deliverable unusable: mislabeled axes, inconsistent time horizons across slides, tables that don't foot.

Feedback needs to be structured and specific. "The tax assumption is wrong" doesn't help; "the model applies a flat 22% marginal rate to the full conversion amount, ignoring bracket fill and the resulting IRMAA surcharge two years out" does. Expect to spend meaningful time writing, not just scoring.

What the platform screens for

  • Verifiable practitioner history. Five-plus years advising real households or building consumer financial plans — RIA, wirehouse, bank planning desk, fee-only practice, financial wellness or fintech advisory. Interview follow-ups probe specifics, so vague claims tend to surface.
  • Depth under pressure. Screeners push past first answers on tax treatment, account types, insurance suitability, and cash-flow modeling mechanics.
  • Evaluation judgment. Whether you can separate a defensible-but-unconventional recommendation from an actual error, and whether you can rank severity rather than flagging everything equally.
  • Slides and spreadsheets fluency. Google Slides and PowerPoint proficiency is a stated hard requirement here, not decoration — you're judging presentation craft as well as content.

Logistics

Fully remote, asynchronous, hourly. Most contributors set their own blocks and take work in batches; volume fluctuates with project cycles, and there is no guaranteed weekly minimum. Task turnaround windows are typically short, so realistic availability matters more than total hours pledged. Advanced degrees and CFP-type credentials are treated as a plus rather than a gate.