Posted
12 Aug 2026
Last seen
12 Aug 2026
Location
USA Only
Lifecycle
fresh
Grade
D
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 ExpertiseWe 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 taxesInvestments & Retirement: Portfolio management, asset allocation, 401(k), IRA/Roth, rebalancing and Social SecurityFinancial Planning: Budgeting, cash flow, debt, financial goals and comprehensive household planningEstate 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 planningEquity Compensation & Self-Employed Finances: RSUs, stock options, ESPPs and freelancer/self-employed financesIdeal CandidatesUS-based professionals with direct experience advising individuals or households5+ years of relevant experience preferredCredentials such as CFP, CPA, EA, PFS or CTFA are a plusComfortable explaining financial concepts and evaluating real-world personal finance scenariosExperience 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
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 ExpertiseWe 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 taxesInvestments & Retirement: Portfolio management, asset allocation, 401(k), IRA/Roth, rebalancing and Social SecurityFinancial Planning: Budgeting, cash flow, debt, financial goals and comprehensive household planningEstate 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 planningEquity Compensation & Self-Employed Finances: RSUs, stock options, ESPPs and freelancer/self-employed financesIdeal CandidatesUS-based professionals with direct experience advising individuals or households5+ years of relevant experience preferredCredentials such as CFP, CPA, EA, PFS or CTFA are a plusComfortable explaining financial concepts and evaluating real-world personal finance scenariosExperience 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