[Expert Crowd] Personal Finance consultants for AI model
Role Overview
This role involves advising and evaluating AI models on personal finance topics, drawing on your expertise to ensure accurate and helpful responses. You will work as part of a remote expert crowd, providing insights on real-world financial scenarios. The position is suited for experienced professionals (5+ years) with credentials like CFP, CPA, or EA, and offers the opportunity to shape AI technology in the finance domain.
Perks & Benefits
This is a fully remote position with a worldwide scope, allowing you to work from anywhere. As part of Toptal's expert network, you'll have flexible opportunities to contribute to cutting-edge AI projects. While specific perks are not detailed, typical benefits include flexible scheduling and the chance to work with a global team. The role offers the potential for ongoing collaboration and professional growth in the AI and finance intersection.
Full Job Description
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
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