[Expert Crowd] Personal Finance consultants for AI model
<p>Personal Finance Consultant</p><p>Type: Short-term, hourly<br>Location: Remote — US-based only</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><p>We are seeking talent with experience in one or more of the following:</p><p>Personal Tax: Individual tax returns (1040), tax planning, capital gains, self-employment and quarterly taxes</p><p>Investments & Retirement: Portfolio management, asset allocation, 401(k), IRA/Roth, rebalancing and Social Security</p><p>Financial Planning: Budgeting, cash flow, debt, financial goals and comprehensive household planning</p><p>Estate Planning: Estate/gift tax, trusts, beneficiary planning and fiduciary accounting (non-attorney roles)</p><p>Debt & Life Events: Student loans, mortgages, credit cards, home affordability and 529/college planning</p><p>Equity Compensation & Self-Employed Finances: RSUs, stock options, ESPPs and freelancer/self-employed finances</p><p>Ideal Candidates</p><p>US-based professionals with direct experience advising individuals or households</p><p>5+ years of relevant experience preferred</p><p>Credentials such as CFP, CPA, EA, PFS or CTFA are a plus</p><p>Comfortable explaining financial concepts and evaluating real-world personal finance scenarios</p><p>Experience working with everyday/middle-income households is especially valuable</p><p>Not a fit: Candidates whose experience is primarily in corporate finance, M&A, investment banking, or management consulting without substantial direct experience advising individual clients.</p>
