Toptal: [Expert Crowd] Personal Finance consultants for AI model

Headquarters:

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.

• 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

• 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