Note: The job is a remote job and is open to candidates in USA. Outlier is an expert platform connecting contributors to train AI models for applications including personal finance. The Personal Finance Expert will design and solve real-world client scenarios, critique AI-generated deliverables, and improve or approve model responses using professional personal finance judgment.
Responsibilities
- Design and solve complex, real-world client scenarios to train AI in expert personal financial planning
- Critique AI-generated deliverables for accuracy and sound reasoning, ensuring every output meets the standards you would hold your own client work to
- Write a prompt — write simple prompts that act as a starting point for AI models
- Correct an AI model's chain of thought — review, analyze, and rank AI models' reasoning for correctness and approach
- Improve / Approve a response — work through a model's step-by-step response, refining or signing off at each stage
Skills
- We're looking for hands-on professional experience serving individual clients in one or more of the following:
- • Personal tax — preparing individual (1040) returns, personal tax planning, capital gains, self-employment/quarterly taxes
- • Investments & retirement — advising individuals on portfolios and retirement accounts (asset allocation, rebalancing, 401(k)/IRA/Roth, Social Security)
- • Financial planning — comprehensive personal planning (budgeting, cash flow, debt, goals)
- • Estate planning (non-attorney) — estate and gift tax, trust administration, beneficiary planning, fiduciary accounting
- • Debt & life events — student loans, mortgage refinance, credit-card payoff, home affordability, 529/college planning
- • Equity comp & self-employed finances — RSUs, stock options, ESPP, or freelancer/self-employed personal cash-flow
- Note: We're looking for individual-client-facing experience — not institutional or corporate finance backgrounds
Benefits
- Additional incentive-based earnings
Company Overview