[Expert Crowd] Personal Finance consultants for AI model

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