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
