[Remote] Remote | Personal Finance & Consumer Planning Consultant — $70–$110/hour
Note: The job is a remote job and is open to candidates in USA. 24-MAG is offering a specialized part-time consulting opportunity for personal finance and consumer planning professionals. The role involves evaluating financial documents, spreadsheets, and presentations for accuracy and quality, with an emphasis on providing structured feedback and ensuring adherence to professional standards.
Responsibilities
- Evaluate AI-generated documents, spreadsheets, and slide decks involving personal finance or consumer planning topics
- Review outputs for factual accuracy, practical relevance, financial reasoning quality, and domain rigor
- Assess materials involving budgeting, saving, debt planning, credit, retirement planning, insurance, household finance, consumer decision-making, or related topics
- Identify incomplete analysis, weak assumptions, unclear recommendations, or inaccurate financial guidance
- Review spreadsheets for structure, clarity, logic, calculations, and usability
- Assess slide decks for presentation quality, organization, visual clarity, and audience appropriateness
- Identify factual, aesthetic, formatting, and presentation errors across Microsoft Office and Google Workspace files
- Evaluate whether documents and presentations meet professional-quality standards
- Evaluate work products against domain-specific quality rubrics
- Provide clear, structured written feedback explaining strengths, weaknesses, and improvement areas
- Apply consistent review standards across documents, spreadsheets, and slide decks
- Support high-quality evaluation materials through precise, professional feedback
Skills
- 5+ years of relevant professional experience in personal finance, consumer planning, financial planning, financial education, consumer advisory, wealth planning, or related fields
- Native or professional fluency in English
- High proficiency in Microsoft Office and Google Workspace
- Strong experience with Google Slides, PowerPoint, Excel, Google Sheets, Word, and Google Docs
- Ability to evaluate documents, spreadsheets, and slide decks with strong attention to detail
- Excellent written communication skills and ability to provide structured feedback
- Ability to work independently in a remote, project-based environment
- Academic backgrounds in finance, economics, business, accounting, financial planning, consumer studies, public policy, or related fields may be relevant
- Advanced degree from a reputable institution may be valuable
- Professional certifications or training in financial planning, consumer finance, financial education, or advisory work may also be relevant depending on project scope
- Master's degree or higher in a relevant field
- Experience creating or reviewing financial planning documents, consumer finance guides, educational materials, financial presentations, or spreadsheet-based planning tools
- Familiarity with CFP, AFC, ChFC, CFA, CPA, or comparable finance-related frameworks may be helpful depending on project scope
- Experience reviewing presentation decks for clarity, polish, and business-facing communication quality
- Strong ability to evaluate both financial substance and visual/presentation quality
Benefits
- Fully remote with flexible scheduling
- Weekly payments via Stripe or Wise
Company Overview