Remote Personal Finance Expert for AI Training & Evaluation
National Asset Mgmt Incorporated
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Benefits offered by this job
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
Job description
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
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