Accounting & Finance

Independent Financial Planner: 529 Plan Methodology Remote

aitrainer

Workfromhome · Nationwide · United States

aitrainer is conducting a paid research study on investment vehicle and 529 plan evaluation methodologies for financial professionals. The project seeks a detailed, written methodology guide and a live, narrated screen session analyzing a hypothetical client scenario.

The role is fully remote, independent contractor-based, with a one-time payment of $400 upon approval of deliverables; candidates should have hands-on experience with 529 plans and family wealth planning.

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Reference: WJ-2926_4651078

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