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
- ...network to generate funded loans using our systems and lender options. You’ll receive coaching, a structured onboarding, and access to AI tools like Gemini via Google Workspace to accelerate your success. Training, support, and a collaborative culture are built in from...SuggestedRemote job
- ...knowledge Proficient with automation tools and framework design Experience in automation scripting and web application development Strong personal and organizational skills to execute project deliverables Excellent verbal and written communication skills to lead a cross...Personal
- ...Fifth Third Bank is seeking a Retail Personal Banker I in Fort Worth, Texas. This role involves engaging with customers through a consultative sales process to identify their financial needs and promote suitable banking products. The ideal candidate will have a college...Personal
- ...military status, or other protected status.Olsson understands the importance of privacy and is committed to protecting job applicants’ personal information. Pursuant to the California Consumer Privacy Act, as amended by the California Privacy Rights Act (collectively, the “...PersonalFull timeFlexible hours
$23 per hour
...A boutique talent acquisition firm is seeking a Personal Banker in the Dallas area. The candidate will have the ability to communicate in both Spanish and English and will be responsible for providing exceptional customer service in a sales environment. This role offers...Personal$124k - $280k
...annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: PwC is an equal opportunity employer...PersonalFull timeH1b- ...Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies. Contributes to team effort by accomplishing related results as needed....PersonalLocal area
- ...flexibility and grace, learning new skills and advancing your career while having the time of your life. Feel free to enrich both your personal and work life and hop on board! Why you'll love this job This job is a member of the Operations Research and Advanced...PersonalFlexible hours
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...WhatsApp, Telegram, etc. If you received an email purporting to be from Leidos that asks for payment-related information or any other personal information (e.g., about you or your previous employer), and you are concerned about its legitimacy, please make us aware...PersonalWork at officeLocal areaImmediate start- ...BOK Financial Corporation is seeking a Personal Banker II in Hurst, TX to provide exceptional service and build strong client relationships. The role includes participating in a 9-week industry-leading training program to equip you with the necessary skills and knowledge...Personal
- ...Employees 1001-5000 Categories Credit Finance Financial Services Payments... ...services online payments retail personal finance fintech financial technology... .... The candidate should be adept at using AI tools to enhance the quality and impact of...Personal
- ...military status, or other protected status.Olsson understands the importance of privacy and is committed to protecting job applicants’ personal information. Pursuant to the California Consumer Privacy Act, as amended by the California Privacy Rights Act (collectively, the “...PersonalFull timeFlexible hours
$73.5k - $212.28k
...annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: PwC is an equal opportunity employer...PersonalFull timeH1b$25 - $40 per hour
...simple tax forms with local agencies. Keeping a client contact regarding open issues. Friendly small firm environment conducive to personal and professional growth and a healthy work-life balance. A right candidate would have a great understanding of accounting,...PersonalFull timeLocal area$91k - $321.5k
...LevelSenior ManagerJob Description & SummaryThe OpportunityAs a CTIO - AI Engineer- Senior Manager, you will play a pivotal role in... ...including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance...PersonalFull timeH1b- ...PNC is seeking a Personal Banker based in Hurst, TX at the Bedford Euless branch to deliver proactive sales and exceptional customer service, deepen relationships, and promote PNC solutions to meet clients' financial needs. This role emphasizes risk-aware operations,...Personal
$77k - $202k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a GIS Web AI Developer, Senior Associate, you will play a pivotal role in... ...You will navigate increasingly complex situations, growing your personal brand and deepening your technical skills. You are expected to...PersonalFull timeH1b- ...Firefighters First Federal Credit Union seeks a Financial Service Consultant II (Personal Banker) in Bedford, TX to establish relationships and deliver a full-service member experience. The role emphasizes helping members meet short- and long-term financial goals and...PersonalTemporary work
- ...products home decor kitchen & pantry laundry care personal care pet care and wellness products About the Role... ..., keep the company liquid, and lead a lean, high-trust, AI-native finance team. The successful CFO will have a background as a public...Personal
$58.44k - $93.5k
Magellan Health in Fort Worth, Texas, is seeking a Financial Counselor to provide personal financial services at military installations. The role includes counseling service members and their families on financial management and providing workshops on financial planning...Personal$99k - $232k
...a technical leader and a trusted advisor to clients, combining AI/ML knowledge with business acumen to design and deliver AI solutions... ...including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a...PersonalFull timeH1b- Fifth Third Bank is seeking a Personal Banker I in Dallas, TX to build lasting customer relationships, process teller transactions, and provide solutions across the customer lifecycle using a consultative sales approach. Responsibilities include delivering excellent customer...Personal
- ...elevate their career in a supportive and resource-driven environment. The role offers commissions and extensive opportunities for personal and professional growth with a focus on innovative property acquisition. Ideal candidates should possess a Texas real estate license...PersonalFlexible hours
$73.5k - $212.28k
...independence requirements.The OpportunityAs part of the People Tech & AI team you will lead the design, build, and operation of scalable,... ...including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a...PersonalFull timeWork experience placementH1bRemote work- ...8 K, proxy statements, and Section 16 filings. Coordinate with Finance, Accounting, Investor Relations, executive leadership, and outside... ...between Memorial Day and Labor Day. Flexibility for occasional personal scheduling needs while maintaining an onsite work environment....PersonalContract workSummer workVisa sponsorship
- ...Frost Bank in Fort Worth, Texas, is seeking a Personal Banker I to be the first point of contact for customers, delivering trust, integrity, and a friendly banking experience. You will provide teller and personal banking services, educate customers on deposits and loans...Personal
- Simmons First National Corporation is seeking a Wealth Advisor to analyze clients’ investment objectives and risk tolerances and provide tailored investment advice. The advisor uses securities industry knowledge and market strategy expertise to deliver sound financial guidance...Personal
$23 per hour
A talent acquisition firm is seeking a Personal Banker for their client in Dallas, TX. As a Personal Banker, you will perform customer service functions and foster relationships with clients. The role offers a competitive hourly wage of up to $23/hr plus incentives. Ideal...PersonalHourly payFlexible hours- Magellan Health, Inc. seeks a Personal Financial Counselor to provide one-on-one counseling and education to service members and their families at Fort Worth, TX. You will develop spending plans and deliver DoD‑aligned financial management classes, including briefings...Personal
- Fifth Third Bank in Dallas, TX is hiring a Personal Banker I to build lasting relationships with customers, process teller transactions, and provide cross-sell solutions. You will engage customers through in-person and phone interactions, applying a consultative approach...Personal
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