- Listed at $130 to $140 an hour
- 20 hours a week
- Remote
Open to: United States
Apply nowGet new roles like this on TelegramWaiting to hear back? Ask in our Discord
This Role at a Glance
- Who it is for: This fits active CFP® or CFA charterholders with at least five years of client-facing planning or wealth management work and solid knowledge of US tax rules.
- Pay: Listed at $130 to $140 an hour on 2026-11-11.
- Where it is open: United States.
How to Apply in 3 Steps
- Check that you meet the requirements and live where the role is open.
- Select Apply now on this page. The application opens in a new tab.
- Upload your resume, complete the required assessments and verify your work authorization. Steps vary by role.
You will review and critique AI outputs on realistic household financial planning cases, covering retirement, tax, investment, insurance, and estate topics, and explain your reasoning in writing. The role is remote for people in the United States, at 20 hours a week.
This is a 100% remote role. Applicants must live in the United States.
- Field: Finance
- Posted 2026-11-11
Pay as listed on 2026-11-11.
This is a referral link. Applying through it costs you nothing and does not change your pay. Pay and hours can change after the date shown.
Get Notified When New Roles Are Added
At most one email a day, only when new finance AI training roles you can apply for go up. Pay as listed. Job emails only, unsubscribe anytime.
Done. You’re on the job alerts.
Before You Apply
Most AI training applications include an AI interview. Our AI interview and skills assessment guide covers how to prepare for it.
Similar Roles
- FinanceFinance SpecialistListed at $150 to $350 an hourLocation not listedView role →
- FinanceFinance SpecialistListed at $150 to $350 an hourRemote, open to United States, Canada, United KingdomView role →
- FinanceInvestment Banking, M&A AdvisoryListed at $175 to $300 an hourRemoteView role →
Keep Looking
Not sure this role fits your background? The matcher on our AI training jobs page suggests open roles for your field in a minute.