Remote Financial Planning Expert for AI Training

Agnello & Rogers; Northern (KY); Hybrid; USD 7,439,000 - 12,398,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

PayPal and AirTM payments

Access to leading LLMs

Job summary

Outlier is seeking personal finance experts to design realistic scenarios and evaluate AI-generated plans. This is a fully remote, contract-based opportunity, offering a flexible schedule and compensation up to $90/hr.

You’ll assess how frontier AI reasons and learns to better assist real-world clients from anywhere in the US. Ideal applicants bring hands-on experience with personal tax, investments, financial planning, and estate planning, and can work on a 1099 basis through the Outlier.ai

Qualifications

• Experience serving individual clients in personal finance.
• Hands-on advisory in tax, investments, and retirement planning.
• Familiarity with 1040, capital gains, self-employment taxes.
• Estate and gift tax and trusts knowledge.
• Debt management, student loans, mortgages, 529 planning.
• Knowledge of RSUs and self-employed finances.

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 outputs meet high client standards.

Skills

Personal tax planning

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 scenarios and evaluate AI-generated plans. This is a fully remote, contract-based opportunity, offering a flexible schedule and compensation up to $90/hr.

You’ll assess how frontier AI reasons and learns to better assist real-world clients from anywhere in the US. Ideal applicants bring hands-on experience with personal tax, investments, financial planning, and estate planning, and can work on a 1099 basis through the Outlier.ai