Certified Financial Planner

Job Summary

To support the development of a comprehensive database of personal finance scenarios, certified financial planners will work remotely on a contract basis to author and review detailed financial case studies, ensuring accuracy and logical consistency in complex financial situations.

Key responsibilities

• Draft realistic, multi-faceted personal finance scenarios based on specific prompts
• Review peer-submitted case studies for financial accuracy and logical consistency
• Document methodology and reasoning for complex financial decisions

Required qualifications

• Professional experience in personal finance, wealth management, or financial planning
• Strong ability to write clear, detailed, and mathematically sound case studies
• Deep knowledge of modern investment vehicles and tax considerations
• Experience in financial advisory or complex financial planning
• Comfortable working independently on complex, text-based analytical tasks