Personal Finance AI Trainer
Outlier AI
Outlier connects subject matter experts with AI training projects
Outlier is one of the world's largest expert platforms, connecting a network of over 700,000 MAs, PhDs, and college graduates worldwide to improve AI models by providing expert human feedback.
Experts on Outlier work wherever and whenever they work best. They are paid weekly based on work completed and gain real AI experience. For example, a number of Outlier experts were recently cited in a 2026 Nature publication.
Qualifications
Hands-on professional experience serving individual clients in one or more of:
- Personal tax — preparing individual (1040) returns, personal tax planning, capital-gains, self-employment/quarterly taxes.
- Investments & retirement — advising individuals on portfolios and retirement accounts (asset allocation, rebalancing, 401(k)/IRA/Roth, Social Security).
- Financial planning — comprehensive personal planning (budgeting, cash flow, debt, goals).
- Estate planning (non-attorney) — estate and gift tax, trust administration, beneficiary planning, fiduciary accounting.
- Debt & life events — student loans, mortgage refinance, credit-card payoff, home affordability, 529/college planning.
- Equity comp & self-employed finances — RSUs, stock options, ESPP, or freelancer/self-employed personal cash-flow.
What you will be doing
- Writing simple prompts that will act as a starting point for AI models
- Reviewing, analyzing, and ranking AI models' chains of thought for correctness and approach
$150k - $200k
...how we work every day. To learn more, please see . The AI Automation Engineer - Finance & Accounting applies AI to finance operations at Cengage... ...Cengage Group to candidates as a means of obtaining personal information. Note that Cengage will always interview candidates...PersonalFull timeLive inLocal areaWorldwide- ...measurement campaigns and helped project developers secure billions in financing by reducing uncertainty with trusted resource data. Backed by a... ...the needs of the laboratory’s internal users. You will leverage AI-assisted development tools to accelerate the delivery of...SuggestedRemote work
- ...UMB Financial Corporation is seeking a Personal Banker to build trusted relationships, understand customer goals, and recommend financial solutions. You will engage customers, learn products, and help clients secure their financial well-being through proactive service...Personal
- ...BOK Financial in Albuquerque, NM, is hiring a Personal Banker I to deliver outstanding client experiences. This role includes comprehensive training to equip you for assisting customers with financial products and helping them meet their goals. We're looking for candidates...PersonalRelocation package
- ...You will collaborate with partners to meet business objectives and grow loyalty through proactive outreach. The role emphasizes lending guidance, personal banking advice, and promoting digital options while ensuring compliance and accurate data entry. #J-18808-Ljbffr...Personal
- ...UMB Bank in Albuquerque is seeking a Personal Banker to build customer relationships, recommend and sell products, and help customers manage their financial well-being. This in-office, full-time role trains on UMB's products and services, the sales process, and offering...PersonalFull timeWork at office
- ...BOK Financial Corporation is hiring a Bilingual Personal Banker I to deliver exceptional client experiences after completing a 9-week Banking Navigator training program. You will engage with clients in person, over the phone, and via digital channels, promoting banking...PersonalPermanent employment
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- ...financial success * Follow established policies in accordance with the bank and the supervisor s direction * Accountable for the personal achievement of monthly new account production as assigned by upper management * Participate in an active sales environment that...PersonalWork at office
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- ...confidential. Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations. Supports accounting and company mission by completing ad hoc assignments...PersonalWork at office
- ...administration, of which two years include supervisory experience.Knowledge and skill with automated financial applications, including personal computer and related software. Oracle experience preferred.CERTIFICATES, LICENSES, REGISTRATIONS:American Payroll Association...Personal
- ...will bring your connections to the forefront, providing exceptional service every day in every way- through knowledge, equality, personal accountability, and respect. These standards are our roadmap for how we conduct ourselves and our business, day in and day out. Flexible...PersonalInternshipWork at officeWork from homeFlexible hours
- ...Information / Requirements: This is a part‑time contract position 20‑25 hrs/week Personal qualities of integrity, credibility, and commitment to the GJ mission Minimum of 2 years in Finance Management/Budgeting/Payroll Bachelor's degree in related field Fluency with...PersonalContract workPart time
$20 - $25 per hour
...Responsibilities: Consultative Relationship Building: Engaging customers through personalized questions to identify their financial goals and provide tailored product solutions. Loan Pipeline Management: Proactively sourcing and closing consumer lending products, including...PersonalHourly pay- ...financial solutions tailored to each individual's goals, values, and long-term vision. We believe financial planning is deeply personal. That's why we don't treat people like account numbers or transactions - we take the time to truly understand their families, priorities...PersonalContract workFor contractorsWork at officeImmediate start
$50k - $65k
...Permanent Payroll Administrator to join our team in the Accounting + Finance industry. This role is perfect for a seasoned professional with... ...workshops, reviewing professional publications, establishing personal networks, and participating in professional societies....PersonalPermanent employmentLocal area- ...required- WILL TRAIN!Excellent Benefits, PTO, Incentive Pay, and company perks!The Universal Banker is a combination of being a Teller, Personal Banker, and performing Customer Service. Our Universal Bankers plays a crucial role in providing retail banking products and...Personal
- ...multifaceted CPA firm with 16 offices across the western region of the US providing financial and tax planning to our business and personal clients by offering payroll, bookkeeping, auditing, and tax services. We have close relationships with financial advisors and...PersonalWork at officeRelocation packageFlexible hours
- ...primarily responsible for representing a full range of mortgage financing; generates mortgage and development loans through solicitation... ...to feedback and constructive criticism. We believe in personal and shared accountability. How You'll Spend Your Time You will...PersonalMinimum wageWork at office
$17.2 - $19.35 per hour
...to the organization Ability to speak accurately and clearly in public. Ability to maintain accurate records. Ability to operate a personal computer. Knowledge of basic accounting methods, policies and procedures. Ability to perform the physical requirements of the position...PersonalOdd jobWork experience placementShift work$125k - $175k
...Our client is a well known and respected regional plaintiff personal injury firm! Why join us? 401K with match Health insurance... ...legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its...PersonalLocal area$16 per hour
...Join a Team That's Fighting for New MexicoParnall Law Firm isn't just the largest personal injury firm in New Mexico — we're a team of passionate advocates dedicated to standing up for clients when they need it most. And we want you helping maximize recovery for our clients...PersonalFull timeWork at office- ...to our gym facilities at no cost to team members)Staff Pass Memberships (complementary membership for family & friends)Discounted Personal Training SessionsComprehensive medical, dental and vision plansLife / AD&D InsuranceLong-term disabilityPet InsuranceThis job description...PersonalContract workWork at office
- ...first time move-up markets. The Company also provides mortgage financing and title services for homebuyers through its mortgage and... ...Spending Accounts · Life & Disability Insurance · Vacation, Sick, Personal Time and Company Holidays · Multiple Voluntary and Company...PersonalContract workWork at office
- ...school education or GED. Current NMLS registration required or ability to obtain registration.Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building...PersonalWork at office
- ...immunizations.Travel Requirement:Travel locally for up to 2-3 hours to support customer needs.Must have an active driver license and a personal vehicle to use for job related assignmentsTravel, and your time traveling is paid, as is mileage.Preferred Attributes:Experience...PersonalDaily paidExtra incomeSeasonal workLocal areaMonday to FridayFlexible hoursAfternoon shift
$90k - $360k
...Description Job Description About Curvion Blue At Curvion Blue, we partner with organizations that help consumers solve meaningful personal and financial challenges through high-quality services and advisory solutions. Our clients operate in industries such as real...PersonalFor contractorsRemote workFlexible hours- ...Bilingual Personal BankerThe Bilingual Personal Banker provides the best client experience possible for BOKF's clients. They are empowered and responsible for providing a superior experience on every interaction in a manner that builds a permanently engaged client. Interactions...PersonalLocal area
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