[Expert Crowd] Personal Finance consultants for AI model

<p> <strong>Headquarters:</strong> </p> <p>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.</p><p>Areas of Expertise</p><ul><li>We are seeking talent with experience in one or more of the following:</li><li>Personal Tax: Individual tax returns (1040), tax planning, capital gains, self-employment and quarterly taxes</li><li>Investments Retirement: Portfolio management, asset allocation, 401(k), IRA/Roth, rebalancing and Social Security</li><li>Financial Planning: Budgeting, cash flow, debt, financial goals and comprehensive household planning</li><li>Estate Planning: Estate/gift tax, trusts, beneficiary planning and fiduciary accounting (non-attorney roles)</li><li>Debt Life Events: Student loans, mortgages, credit cards, home affordability and 529/college planning</li><li>Equity Compensation Self-Employed Finances: RSUs, stock options, ESPPs and freelancer/self-employed finances</li></ul><p>Ideal Candidates</p><ul><li>US-based professionals with direct experience advising individuals or households</li><li>5+ years of relevant experience preferred</li><li>Credentials such as CFP, CPA, EA, PFS or CTFA are a plus</li><li>Comfortable explaining financial concepts and evaluating real-world personal finance scenarios</li><li>Experience working with everyday/middle-income households is especially valuable</li></ul> <p><strong>To apply:</strong> <a href="https://weworkremotely.com/remote-jobs/toptal-expert-crowd-personal-finance-consultants-for-ai-model">https://weworkremotely.com/remote-jobs/toptal-expert-crowd-personal-finance-consultants-for-ai-model</a></p>