Financial Planning Expert - Remote, Flexible Contract Work

National Asset Mgmt Incorporated; Northern (KY); Hybrid; USD 102,000 - 146,000; Full time

Benefits offered by this job

Up to $90/hr

100% remote

Free access to LLMs

Flexible schedule

Job summary

National Asset Mgmt Incorporated is seeking experienced personal finance professionals to design realistic scenarios and evaluate AI-generated plans. This is a 1099, fully remote freelance opportunity via the Outlier.ai platform, collaborating with Scale AI.

Earn competitive hourly compensation and enjoy flexible scheduling while helping frontier AI improve accuracy and reasoning for real-world clients. Ideal candidates bring hands-on experience in personal tax, investments, and comprehensive

Qualifications

• Personal tax—preparing individual returns, planning and capital-gains.
• Investments & retirement—advising portfolios and tax‑advantaged accounts.
• Financial planning—budgeting, cash flow, debt and goals.
• Estate planning (non-attorney)—tax, trusts, beneficiary planning.
• Debt & life events—student loans, mortgage refinance, payoff.
• Equity comp & self-employed finances—RSUs, stock options, ESPP, freelancing finances.

Responsibilities

• Design and solve complex, real-world client scenarios to train AI in personal financial planning.
• Critique AI-generated deliverables for accuracy and sound reasoning, ensuring outputs meet high standards.

Skills

Personal tax

Investments & retirement

Financial planning

Estate planning

Debt & life events

Equity comp & self-employed finances

Job description

Outlier is seeking personal finance experts to design realistic financial scenarios, evaluate AI-generated plans, and ensure frontier AI meets high standards of accuracy and sound reasoning — all from a fully remote, flexible schedule. Your expertise helps shape how advanced AI systems reason, learn, and improve, turning frontier research into AI that performs better in the real world.

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.

Compensation & Benefits:

• Earn up to $90/hr, plus additional incentives (rates vary based on expertise and project requirements; paid via PayPal and AirTM)
• Free access to leading LLMs (GPT, Claude, and more) — worth $200+/month, included at no extra cost
• Choose your own schedule — most experts spend 5-10 hrs/week, up to 40 hours
• 100% remote — work from anywhere in the US

This is a 1099 contract opportunity on the Outlier.ai platform, in collaboration with Scale AI. Because this is a freelance opportunity, we do not offer internships, sponsorship, orIdeal Qualifications — hands‑on professional experience serving individual clients in one or more of:

Ideal Qualifications

• 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.

Currently accepting applicants from the United States. employment.