[Expert Crowd] Personal Finance consultants for AI model

Location not specified•Remote

RemoteUSDweworkremotely

All Other Remote

About this role

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 Ideal Candidates

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
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

Posting details

Remote

Yes

Employment type

—

Workplace type

Remote

Source

weworkremotely

First seen

8/13/2026, 8:10:04 AM

Last seen

8/14/2026, 2:10:04 PM