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