[Remote] Remote | Personal Finance & Consumer Planning Consultant — $70–$110/hour

Remote Full-time
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.ResponsibilitiesEvaluate AI-generated documents, spreadsheets, and slide decks involving personal finance or consumer planning topicsReview outputs for factual accuracy, practical relevance, financial reasoning quality, and domain rigorAssess materials involving budgeting, saving, debt planning, credit, retirement planning, insurance, household finance, consumer decision-making, or related topicsIdentify incomplete analysis, weak assumptions, unclear recommendations, or inaccurate financial guidanceReview spreadsheets for structure, clarity, logic, calculations, and usabilityAssess slide decks for presentation quality, organization, visual clarity, and audience appropriatenessIdentify factual, aesthetic, formatting, and presentation errors across Microsoft Office and Google Workspace filesEvaluate whether documents and presentations meet professional-quality standardsEvaluate work products against domain-specific quality rubricsProvide clear, structured written feedback explaining strengths, weaknesses, and improvement areasApply consistent review standards across documents, spreadsheets, and slide decksSupport high-quality evaluation materials through precise, professional feedbackSkills5+ years of relevant professional experience in personal finance, consumer planning, financial planning, financial education, consumer advisory, wealth planning, or related fieldsNative or professional fluency in EnglishHigh proficiency in Microsoft Office and Google WorkspaceStrong experience with Google Slides, PowerPoint, Excel, Google Sheets, Word, and Google DocsAbility to evaluate documents, spreadsheets, and slide decks with strong attention to detailExcellent written communication skills and ability to provide structured feedbackAbility to work independently in a remote, project-based environmentAcademic backgrounds in finance, economics, business, accounting, financial planning, consumer studies, public policy, or related fields may be relevantAdvanced degree from a reputable institution may be valuableProfessional certifications or training in financial planning, consumer finance, financial education, or advisory work may also be relevant depending on project scopeMaster's degree or higher in a relevant fieldExperience creating or reviewing financial planning documents, consumer finance guides, educational materials, financial presentations, or spreadsheet-based planning toolsFamiliarity with CFP, AFC, ChFC, CFA, CPA, or comparable finance-related frameworks may be helpful depending on project scopeExperience reviewing presentation decks for clarity, polish, and business-facing communication qualityStrong ability to evaluate both financial substance and visual/presentation qualityBenefitsFully remote with flexible schedulingWeekly payments via Stripe or WiseCompany OverviewAt 24-MAG, we support emerging AI and consulting platforms by sourcing and connecting qualified professionals with remote, contract-based opportunities. It was founded in undefined, and is headquartered in Sheridan, Wyoming, US, with a workforce of 2-10 employees. Its website is https://24-mag.com/.

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