Certified Financial Planner Expert (English)
You will create and review expert evaluation data for financial advice models. This means turning practical financial planning judgment into realistic scenarios, reference answers, and careful reviews that show whether advice is accurate, complete, and appropriate for a client.
- Field
- Finance & accounting
- Where
- United States, Albania, Algeria, Antigua and Barbuda, Armenia, Australia +89 more
- Hours
- up to 10/week
- Posted
- 6 days ago
Pay data for your profession: Finance AI trainer jobs
How this pay compares
At $108/hr (the midpoint of $85 to $130), this role pays more than 75% of the 175 open finance & accounting roles with a listed pay range, above the median of $85.
Among platforms with 10 or more priced finance & accounting roles, micro1 has the highest median ($90/hr across 23 roles) and Alignerr the lowest ($73/hr across 35).
OpenTrain AI roles that closed since late October stayed listed a median of 31 days (122 roles). OpenTrain AI posted this one 6 days ago.
Computed from 2,746 open roles we track across Mercor, micro1, Handshake AI, Alignerr, Appen and OpenTrain AI, refreshed daily. Midpoints of listed ranges; “up to” ceilings are left out of medians.
What you would earn at this rate
Per week, before tax
$1,075
Per month, if the work is steady
$4,658
- Tax
- Contract pay arrives with no tax withheld. A US contractor at this rate and these hours would set aside about $1,178 a month for self-employment tax plus federal income tax at the 12% bracket (25%, before state tax). Outside the US, your own country's rules apply.
Assumes paid hours only; unpaid assessments, onboarding and gaps between projects lower the real figure. Full take-home calculator · Track what you actually earn
Open finance & accounting roles on each platform
The same kind of work, priced on every platform we track, with the best-paid open role on each.
| Platform | Open | Median | Best-paid open role |
|---|---|---|---|
| micro1 | 23 | $90/hr | Domain Researcher, Finance$400k-800k/yr |
| OpenTrain AIthis role | 93 | $90/hr | Finance Professional$245-280/hr |
| Mercor | 28 | $90/hr | Pharma Commercial Forecasting Expert — Launch Curves$130-210/hr |
| Alignerr | 35 | $73/hr | Accounting Specialist — Excel Dataset Creation$40-150/hr |
| Handshake AI | 26 | up to $83/hr | Investment BankersUp to $175/hr |
“Up to” rows list only ceilings, so their median is a maximum, not comparable with the range midpoints above them.
All 205 open finance & accounting roles →The full listing
As posted on OpenTrain AI. See the original
The work
You will create and review expert evaluation data for financial advice models. This means turning practical financial planning judgment into realistic scenarios, reference answers, and careful reviews that show whether advice is accurate, complete, and appropriate for a client.
Your work may cover retirement drawdown, insurance, tax, and estate planning. You will need to recognize advice that sounds reasonable but could create material harm for a client.
- Write financial planning scenarios from goal discovery through plan delivery.
- Create reference answers that explain the reasoning behind recommendations.
- Evaluate AI-generated financial advice for accuracy, completeness, and fiduciary soundness.
- Identify harmful or materially flawed advice that requires professional judgment.
- Explain clearly why a recommendation does or does not serve the client.
What it pays and takes
This is ongoing, fully remote independent contractor work completed asynchronously. You can scale your weekly workload up or down, subject to the required minimum.
- Pay: $85 to $130 per hour.
- Payment schedule: Weekly via Stripe.
- Availability: At least 10 hours per week, with no fixed maximum.
- Location: Open to candidates in the countries listed for this role, including the United States, Canada, Australia, the United Kingdom, and many other countries.
- Language: Strong written English.
- Required certification: Active Certified Financial Planner certification in good standing.
- Experience: At least two years of client-facing financial planning experience.
- Required knowledge: Practical depth across retirement, tax, insurance, and estate planning.
- Helpful background: Fee-only or fiduciary practice, CPA, CFA, or ChFC credentials, and experience with equity compensation or business-owner cases.
How it works
Apply on OpenTrain with your resume, then complete the application on the hiring site.
About AI training work
AI training is the human work behind better artificial intelligence. Experts create examples and review model responses so systems can give more accurate, useful, and safer answers. People with professional experience are paid for the judgment needed to assess specialized topics such as financial planning.
From applying to your first payment on OpenTrain AI
- 1
Create a profile
Create a free OpenTrain profile with your domains, languages and hourly rate.
- 2
Apply
Apply to the listing. Some listings hire through OpenTrain; others send you to the hiring platform.
- 3
Funded milestones
The client funds each milestone before work starts.
- 4
First payment
OpenTrain pays out to your connected payout method when the client approves the milestone. It doesn't publish a fixed payout schedule.
Sources: OpenTrain: AI training careers, OpenTrain docs: invoicing and payouts
Full OpenTrain AI profile: watch-outs and the public record →Pay history
OpenTrain AI has listed this role at $85-130/hr since Nov 10, 2026 with no change.
Across OpenTrain AI's finance & accounting roles, the median listed pay was $90/hr on Nov 1, 2026 (37 roles) and is $90/hr as of Nov 11, 2026 (92 roles).
What workers report about OpenTrain AI
Anonymous reports from people who applied or worked there: whether they got work, what they were paid and how fast.
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