Headquarters:

We are looking for experienced personal finance professionals to support the training and evaluation of AI models. You should have hands-on experience advising individual clients or households on real-world financial decisions.
Areas of Expertise

• We are seeking talent with experience in one or more of the following:

• Personal Tax: Individual tax returns (1040), tax planning, capital gains, self-employment and quarterly taxes

• Investments & Retirement: Portfolio management, asset allocation, 401(k), IRA/Roth, rebalancing and Social Security

• Financial Planning: Budgeting, cash flow, debt, financial goals and comprehensive household planning

• Estate Planning: Estate/gift tax, trusts, beneficiary planning and fiduciary accounting (non-attorney roles)

• Debt & Life Events: Student loans, mortgages, credit cards, home affordability and 529/college planning

• Equity Compensation & Self-Employed Finances: RSUs, stock options, ESPPs and freelancer/self-employed finances

Ideal Candidates

• US-based professionals with direct experience advising individuals or households

• 5+ years of relevant experience preferred

• Credentials such as CFP, CPA, EA, PFS or CTFA are a plus

• Comfortable explaining financial concepts and evaluating real-world personal finance scenarios

• Experience working with everyday/middle-income households is especially valuable

To apply: https://weworkremotely.com/remote-jobs/toptal-expert-crowd-personal-finance-consultants-for-ai-model