Personal Finance Advisor for AI Training

Lifted (Upwork); United States; Remote; USD 90,000 - 130,000; Full time

Job summary

Lifted is seeking a pool of personal finance experts to help design and train the next generation of autonomous agents. Specialists may come from tax, investments, financial planning, estate planning, debt management, or equity compensation backgrounds.

This flexible, remote engagement allows you to work at times of your choosing, with no guaranteed task volume, and is suitable for qualified professionals serving individual clients.

Qualifications

• Hands-on experience serving individual clients in personal tax, investments, or financial planning.
• Experience in estate planning or fiduciary accounting is a plus.
• Familiarity with equity compensation and self-employed finances is beneficial.

Skills

Personal tax

Investments

Financial planning

Estate planning

Debt management

Equity & self-employed

Job description

Lifted is seeking a pool of personal finance experts to help design and train the next generation of autonomous agents. Specialists may come from tax, investments, financial planning, estate planning, debt management, or equity compensation backgrounds.

This flexible, remote engagement allows you to work at times of your choosing, with no guaranteed task volume, and is suitable for qualified professionals serving individual clients.