Personal Finance Consultant
Type: Short-term, hourly
Location: Remote — US-based only
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
Not a fit: Candidates whose experience is primarily in corporate finance, M&A, investment banking, or management consulting without substantial direct experience advising individual clients.
5d
Toptal
Featured
Top 100
Full-Time
Anywhere in the World
7d
Toptal
Featured
Top 100
Full-Time
Anywhere in the World
8d
Toptal
Featured
Top 100
Full-Time
Anywhere in the World