Skip to content
remoty.work
For employers
Menu

Archived listing. No job board we track has listed this role since 14 Aug 2026, so it has probably been filled. We keep it for reference. See today's verified listings.

[Expert Crowd] Personal Finance consultants for AI model

ToptalUSA Only

This one is closed

Live roles like this one

Or follow the daily Telegram channel for the best new remote roles every morning.

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

Apply for this role Opens weworkremotely.com — the link as listed; we have not yet verified it is the employer's own page

Your turn · no account needed

Help the next applicant

You may know something about this listing that we cannot see from here. One tap. No account needed. Signed-in reports earn points once the evidence agrees with you.

I know what it pays

What you were offered, quoted in an interview, or paid in this role. A range is fine.

Sign in with Google to earn points for reports.

Where this listing came from

  1. 12 Aug 2026We Work Remotely first sighting

Seen on 1 board over 1 day.