About the Role
We are seeking personal finance experts to design realistic financial scenarios, evaluate AI-generated plans, and ensure frontier AI meets high standards of accuracy and sound reasoning — all from a fully remote, flexible schedule. At Outlier, your expertise helps shape how AI supports better financial decisions.
At Outlier, your expertise helps shape how advanced AI systems reason, learn, and improve. Through Outlier’s evaluation and feedback loop, your work helps turn frontier research into AI that performs better in the real world.
900K+
Outlier Experts
$600M+
Paid Out
52
Countries
Responsibilites
Design and solve complex, real-world client scenarios to train AI in expert personal financial planning.
Critique AI-generated deliverables for accuracy and sound reasoning, ensuring every output meets the standards you would hold your own client work to.
Common Tasks
Write a prompt
Write simple prompts that will act as a starting point for AI models
Edit
Preview
Correct AI-models chain of thought
Review, analyze, and rank AI-models chains of thought for correctness and approach
Step 1 Response
Step 2 Response
Improve
Approve
Step 3 Response
Ideal Qualification
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.
Currently accepting applicants from:
🇺🇸
United States
Compensation
Work flexibly from anywhere, anytime - no minimum hours
Application Process
Frequently Asked Questions (FAQs)
What is Outlier? How is it related to Scale AI?
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** Rates vary based on expertise, skills assessment, location, project need, and other factors. For example, higher rates may be offered to PhDs. For non-core work, such as during initial project onboarding or project overtime phases, lower rates apply. Additional incentives data is based on payments made in the past six months and is updated quarterly. Certain projects offer incentive payments. Please review the payment terms for each project.
PLEASE NOTE: We collect, retain and use personal data for our professional business purposes, including notifying you of opportunities that may be of interest and sharing with our affiliates. We limit the personal data we collect to that which we believe is appropriate and necessary to manage applicants’ needs, provide our services, and comply with applicable laws. Any information we collect in connection with your application will be treated in accordance with the Outlier Privacy Policy and our internal policies and programs designed to protect personal data.
This is a 1099 contract opportunity on the Outlier.ai platform. Because this is a freelance opportunity, we do not offer internships, sponsorship, or employment. You must be authorized to work in your country of residence. If you are an international student, you may be able to sign up for Outlier if you are on a visa. You should contact your tax and/or immigration advisor with specific questions regarding your circumstances.
