Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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
Vacancy posted 5 hours ago
Similar jobs that could be interesting for youBased on the Personal Finance AI Trainer in San Francisco, CA vacancy
  •  ...intuitive platforms, we empower our members to take control of their finances and work towards their goals. Whether it's starting a savings...  ...chime.com.To learn more about how Chime collects and uses your personal information during the application process, please see the... 
    Personal
    Full time
    Work at office
    Local area
    Remote work

    Chime

    San Francisco, CA
    3 days ago
  • $140k - $348k

     ...translating designs into code, or iterating with AI. From idea to product, Figma empowers...  ..., join us!Figma is growing our Finance Data Science team at a pivotal moment in...  ...our hiring process and facilitate a more personal connection, we require all candidates keep... 
    Personal
    Minimum wage
    Full time
    Local area
    Immediate start
    Remote work
    Flexible hours

    Figma

    San Francisco, CA
    4 days ago
  • Our mission at Oura is to empower every person to own their inner potential. Our award-winning products help our global community gain...  ...in and out of the office. We are looking for a Data Engineer - Finance to join our Data Engineering & Analytics team. Your primary... 
    Personal
    Work at office
    Local area
    Remote work
    Flexible hours
    2 days per week
    1 day per week

    Oura

    San Francisco, CA
    1 day ago
  • $120.8k - $151k

    Why join usBrex is the intelligent finance platform that enables companies to spend smarter...  ..., and control spend effortlessly. Brex’s AI-native automation and world-class service...  ...by malicious actors looking for personal data. Brex recruiters will only reach out... 
    Personal
    Work at office
    Remote work
    Work from home

    Brex

    San Francisco, CA
    2 days ago
  • $155k - $235k

     ...services operate. By combining frontier agentic AI, an enterprise-grade platform, and deep...  ...high, and the opportunity for growth — personal, professional, and financial — is...  ...Analytics Engineer to partner closely with our Finance team in building the financial data... 
    Personal
    Immediate start
    Flexible hours

    Harvey

    San Francisco, CA
    1 day ago
  •  ...powers critical business functions across finance, accounting, investor reporting, and collections...  ...excellence through smart automation and AI-driven improvements.What You'll DoLead a...  ...have been determined to foster in-person collaboration with this role’s team or the... 
    Personal
    Full time
    Work at office
    Local area
    Remote work
    Relocation
    Flexible hours

    Lending Club

    San Francisco, CA
    3 days ago
  • $171k - $240k

    Why join usBrex is the intelligent finance platform that enables companies to spend smarter...  ..., and control spend effortlessly. Brex’s AI-native automation and world-class service...  ...by malicious actors looking for personal data. Brex recruiters will only reach out... 
    Personal
    Work at office
    Remote work
    Work from home

    Brex

    San Francisco, CA
    2 days ago
  • $171k - $240k

    Why join usBrex is the intelligent finance platform that enables companies to spend smarter...  ..., and control spend effortlessly. Brex’s AI-native automation and world-class service...  ...by malicious actors looking for personal data. Brex recruiters will only reach out... 
    Personal
    Work at office
    Remote work
    Work from home
    Shift work

    Brex

    San Francisco, CA
    2 days ago
  •  ...Shape a brighter financial future with us.Together with our members, we’re changing the way people think about and interact with personal finance.We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our... 
    Personal
    Work at office
    Immediate start
    Remote work

    SoFi

    San Francisco, CA
    1 day ago
  • $30 per hour

     ...AI Trainer – Visual & Graphic Design Expert (Remote) About Prolific Prolific is not just another player in the AI space – we are...  ...submitting your application, you agree that Prolific may collect your personal data for recruiting and global organisation planning. Prolific... 
    Personal
    Remote work
    Work from home
    Flexible hours

    Prolific

    San Francisco, CA
    4 days ago
  • $181.37k - $235.02k

     ...chapter of your career. Staff Enterprise AI Engineer, IT OperationsAbout the RoleWe’re...  ...workflows across IT, Security, Finance, HR, Legal, Tech and GTMDevelop reusable...  ...#Li-remoteNotice of Collection and Use of Personal Information for California Residents: California... 
    Personal
    Full time

    6sense

    San Francisco, CA
    3 days ago
  •  ..., we’re changing the way people think about and interact with personal finance.We’re a next-generation financial services company and national...  ...career, and the financial world.The role:SoFi's Associate AI Engineer, Finance Transformation is a hands-on builder within... 
    Personal
    Internship
    Remote work

    SoFi

    San Francisco, CA
    4 days ago
  • $230k

     ...generation of FinTech innovation by leading AI-driven, data-centric initiatives that...  ...empower our members to take control of their finances and work towards their goals. Whether it'...  ...about how Chime collects and uses your personal information during the application... 
    Personal
    Full time
    Work at office
    Local area
    Remote work

    Flourish Ventures

    San Francisco, CA
    3 days ago
  • $40 per hour

    Overview AI Trainer - Advanced SQL Developers About Prolific Prolific is not just another player in the AI space - we are building the...  ...submitting your application, you agree that Prolific may collect your personal data for recruiting and global organisation planning. Prolific... 
    Personal
    Remote job
    Self employment
    Work from home
    Flexible hours

    Prolific

    San Francisco, CA
    4 days ago
  • $192k - $240k

    Why join usBrex is the intelligent finance platform that enables companies to spend smarter...  ..., and control spend effortlessly. Brex’s AI-native automation and world-class service...  ...by malicious actors looking for personal data. Brex recruiters will only reach out... 
    Personal
    Work at office
    3 days per week

    Brex

    San Francisco, CA
    3 days ago
  • $172k

     ...Senior AI/ML Engineer Chicago, IL, USA; New York, NY, USA; San Francisco, CA, USA...  ...and financial data into highly personalized experiences, recommendations, and communications...  ...empower our members to take control of their finances and work towards their goals. Whether it... 
    Personal
    Full time
    Work at office
    Local area
    Remote work

    Chime

    San Francisco, CA
    3 days ago
  • $240k - $300k

    Why join usBrex is the intelligent finance platform that enables companies to spend smarter...  ..., and control spend effortlessly. Brex’s AI-native automation and world-class service...  ...by malicious actors looking for personal data. Brex recruiters will only reach out... 
    Personal
    Work at office
    Remote work
    Work from home

    Brex

    San Francisco, CA
    2 days ago
  • $217.8k - $326.8k

     ...that form our foundational teams — People, Finance, Counsel, Hardware, Information Security,...  ...Zone D: $185,200-$277,800 USD Use of AI in Our Hiring Process We may use automated...  ...including bias audits, and we handle all personal data in accordance with state and local privacy... 
    Personal
    Local area
    Remote work
    Flexible hours

    Block Inc

    San Francisco, CA
    3 days ago
  • $152k

     ...dedicated analytics partner to Strategic Finance on the Spending portfolio — debit, Credit...  ...answer its own questions, and designing the AI-assisted workflows that make that data usable...  ...treatments, adoption, and more. In‑person and virtual events to connect with your fellow... 
    Personal
    Full time
    Work at office
    Local area
    Remote work
    Night shift

    Chime Financial, Inc

    San Francisco, CA
    1 day ago
  • $90k - $130k

    Digital Finance Transformation - Data Scientist: Associate - Private Equity Performance Improvement About Alvarez & Marsal (A&M) is a...  ...by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working... 
    Personal
    Full time
    Part time
    Interim role
    Flexible hours

    Alvarez & Marsal

    San Francisco, CA
    17 hours ago
  •  ...RipplingRippling gives businesses one place to run HR, IT, and Finance. It brings together all of the workforce systems that are normally...  ...’s Go-to-Market Analytics team owns a growing suite of internal AI agents and applications used daily by Sales, RevOps, and... 
    Work at office
    3 days per week

    Rippling

    San Francisco, CA
    2 days ago
  • We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers... 
    Work experience placement
    Work at office
    Local area

    Plaid Financial

    San Francisco, CA
    1 day ago
  • $87k - $153k

     ...strategy and analytics for Consumer Banking Pricing and Profitability by driving enterprise-wide profitability metrics and serving as the Finance data steward for the Enterprise Data Warehouse. In this role, you will develop advanced analytics to optimize capital performance... 
    Remote work

    City National Bank

    San Francisco, CA
    1 day ago
  • $340k - $380k

     ...TeamOpenAI’s Pricing team sits at the center of product, go-to-market, finance, and strategy. We define how OpenAI packages, prices, and scales...  ...across consumer, SMB, enterprise, marketplace, platform, or AI/API businesses.Experience building novel pricing models, systems... 
    Casual work
    Work at office
    Local area
    Flexible hours

    OpenAI

    San Francisco, CA
    1 day ago
  • $160k - $250k

     ...accounts, payments, spend management and treasury, to embedded finance at a global scale.Proudly founded in Melbourne, we have a team of...  ...into real products, and you “get stuff done” end-to-end. You use AI to work smarter and solve problems faster. Here, you’ll tackle... 
    Temporary work
    Local area
    Worldwide

    Airwallex

    San Francisco, CA
    2 days ago
  • $200k - $260k

     ...succeed.Example projects:Training a quantile regression model to forecast the distribution of SMB revenues and precisely size our financing offersUsing LLMs to help build a risk model and forecast that lets us underwrite merchants on banking transaction dataPerforming risk... 
    Flexible hours

    Parafin

    San Francisco, CA
    2 days ago
  •  ...Dress Code, including jeansYour Future: 401k Matching Program, Professional Development ReimbursementWork/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid HolidaysYour Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental LeaveWide... 
    Personal
    Ongoing contract
    Full time
    Casual work
    Flexible hours

    SS&C Technologies

    San Francisco, CA
    3 days ago
  • $170k - $230k

     ...and Lending Club, Highnote is an embedded finance company that sets the standard in modern...  ...Java = 11 or Python = 3.7 Proficiency using AI-powered development tools (e.g., Claude...  ...believes in the power of face‑to‑face, personal connection. As a result, we prioritize in... 
    Personal
    Work at office
    Local area
    Home office
    Flexible hours

    HighNote

    San Francisco, CA
    2 days ago
  • $163k

     ...73576 Job Category: Accounting / Finance Job Level: Manager/Principal Business...  ...Department Overview The Enterprise AI Center of Excellence (AI CoE) is PG&E's...  ..., working from your remote office and in-person at our Oakland Headquarters 1-2x per week... 
    Personal
    Work experience placement
    Work at office
    Local area
    Remote work

    Pacific Gas And Electric Company

    Oakland, CA
    1 day ago
  • $160k - $260k

     ...accounts, payments, spend management and treasury, to embedded finance at a global scale.Proudly founded in Melbourne, we have a team of...  ...into real products, and you “get stuff done” end-to-end. You use AI to work smarter and solve problems faster. Here, you’ll tackle... 
    Temporary work
    Work at office
    Local area
    Worldwide

    Airwallex

    San Francisco, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Finance AI Trainer. Be the first to apply!