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Toptal: [Expert Crowd] Personal Finance Consultants for AI Model
Source: We Work Remotely
About the 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
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.