OpenTrain

Financial Advisor Expert, Personal Financial Planning

You will help train AI systems for financial advisory work. You will write realistic planning cases, assess model answers, and explain how responses can better reflect sound wealth management practice.

Field: Finance & accounting
Where: United States, Albania, Algeria, Antigua and Barbuda, Armenia, Australia +89 more
Commitment: part time
Hours: up to 20/week
Posted: 6 days ago

Pay data for your profession: Finance AI trainer jobs

How this pay compares

At $98/hr, this role pays more than 63% 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

Rate

$98/hr

Hours a week (listing allows up to 20)20 hrs

Per week, before tax

$1,960

Per month, if the work is steady

$8,493

Show in

Tax: Contract pay arrives with no tax withheld. A US contractor at this rate and these hours would set aside about $2,147 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

Your work will cover personal financial planning and client situations across investment, retirement, tax, estate, risk, communication, and compliance topics.

Create financial planning questions and case studies.
Design scenarios involving retirement planning, investment allocation, tax strategies, estate planning, and risk management.
Evaluate AI responses for accuracy, practical insight, regulatory awareness, and alignment with fiduciary standards.
Provide detailed feedback to improve the quality and difficulty of financial planning content.
Work with financial and technical experts on realistic, educational training materials.

What it pays and takes

This is a remote, flexible, asynchronous expert engagement.

Pay: $98 per hour.
Time: 20+ hours per week.
Location: Open to candidates in the countries specified for this role, including the United States, Canada, the United Kingdom, Australia, Singapore, and others.
Language: Fluent English.
License: An active securities license such as Series 7, Series 65, Series 66, or an equivalent credential.
Experience: Professional experience as a financial advisor or wealth management professional.
Knowledge: Strong understanding of investment products and personal financial planning.
Education: Bachelor's degree in Finance, Economics, Business, or a related field.
Skills: Excellent analytical, written, and verbal communication skills, plus careful attention to detail.
Helpful background: Experience with diverse client segments, financial publications or thought leadership, fintech initiatives, CFP or CFA credentials, or technology-driven financial advisory applications.

How it works

Apply on OpenTrain with your resume, then complete the application on the hiring site.

About AI training work

AI training work uses examples written and reviewed by people to improve how artificial intelligence handles real tasks. Financial experts help by bringing professional judgment, accurate terminology, and practical standards to model evaluation and feedback.

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 $98/hr since Nov 5, 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.

Other finance & accounting roles

All 205 finance & accounting roles →