Financial Literacy Specialist - US (Remote)

Generalist, US Personal Finance

Position: Generalist, US Personal Finance

Type: Short-Term Contractor

Compensation: $2,535 one-time lump sum

Location: Remote – United States only

About the Opportunity

We are seeking detail-oriented contributors with experience in US personal finance, household budgeting, and tax filing to support a short-term AI training project. You’ll complete structured financial tasks based on real-world household finance and digital banking workflows.

No prior AI experience is required — your personal finance knowledge and accuracy are what matter.

Key Responsibilities

• Complete at least 4 structured project tasks involving US personal finance, tax filing, and household budgeting.
• Securely connect eligible US-based financial accounts through Plaid as required for the project.
• Enter and verify financial data using online banking platforms, financial apps, and spreadsheets.
• Follow detailed instructions and maintain high standards of data accuracy.
• Document completed tasks and workflows clearly and consistently.
• Manage task progress independently and meet all project deadlines.

Required Qualifications

• Currently residing in the United States .
• Have US-based financial account(s) eligible for connection through Plaid.
• Have personally filed a 2025 US federal income tax return .
• Strong attention to detail and accurate data entry skills.
• Ability to follow detailed written instructions and manage deadlines.
• Strong written communication and documentation skills.
• Ability to work independently in a remote environment.

Preferred Qualifications

• Experience with personal finance management and household budgeting .
• Familiarity with online banking platforms and digital financial applications.
• Basic spreadsheet and documentation skills using Microsoft Excel or Google Sheets .
• A methodical approach to financial data verification and task management.

Compensation

• $2,535 one-time lump sum payment for the project, subject to eligibility and completion requirements.
• Independent contractor engagement.
• Minimum of 4 project tasks required.
• Financial accounts must be connected through Plaid as part of the project requirements. Personally identifiable information is redacted before downstream use.
• Approximately 50 openings available.

Application Process

1. Submit your application and confirm that you meet the US residency, financial account, and tax filing requirements.
2. Complete project onboarding and securely connect eligible financial accounts through Plaid.
3. Complete at least 4 required tasks , following all project guidelines.
4. Submit all deliverables by Wednesday, October 21, 2026.

Onboarding takes place on a rolling basis, and selected contributors should be prepared to complete the project within the specified deadline.