AI Personal Finance Tutor

13 Minutes ago • All levels • $93,600 PA - $208,000 PA
Game AI

Job Description

We are seeking a skilled AI Personal Finance Data Specialist to enhance xAI’s AI models by providing high-quality data annotations and inputs tailored to personal finance contexts. This role involves leveraging expertise in retail investing, personal budgeting, financial planning, and personal tax preparation to train AI systems. You will collaborate with technical teams to refine annotation tools, curate impactful data, and analyze complex problems to ensure models effectively capture real-world personal finance dynamics in a fast-paced, innovative environment.
Good To Have:
  • Relevant certification or training (e.g., CFP, CFA, Enrolled Agent, or similar personal finance/tax-related certification)
  • Experience mentoring or training others in personal finance, investing, or tax preparation practices
  • Comfort with recording audio or video sessions for data collection
  • Familiarity with AI or data annotation workflows in a technical setting
Must Have:
  • Professional experience in personal finance or related fields (retail investing, financial planning, tax preparation, financial advisory)
  • Proficiency in reading and writing English
  • Strong communication, interpersonal, analytical, and organizational skills
  • Excellent reading comprehension and autonomous judgment with limited data
  • Passion for technological advancements and innovation in personal finance
Perks:
  • Medical benefits (country-dependent, not for part-time roles)

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About xAI

xAI’s mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excellence. This organization is for individuals who appreciate challenging themselves and thrive on curiosity. We operate with a flat organizational structure. All employees are expected to be hands-on and to contribute directly to the company’s mission. Leadership is given to those who show initiative and consistently deliver excellence. Work ethic and strong prioritization skills are important. All engineers are expected to have strong communication skills. They should be able to concisely and accurately share knowledge with their teammates.

About the Role

We are seeking a skilled AI Personal Finance Data Specialist to enhance xAI’s AI models by providing high-quality data annotations and inputs tailored to personal finance contexts. In this role, you will leverage your expertise in retail investing strategies, personal budgeting, financial planning, and personal tax preparation to support the training of AI systems. You will collaborate with technical teams to refine annotation tools and curate impactful data, ensuring our models effectively capture real-world personal finance dynamics. This role requires adaptability, strong analytical skills, and a passion for driving innovation in a fast-paced environment.

Responsibilities

  • Utilize proprietary software to provide accurate input and labels for personal finance projects, ensuring high-quality data for AI model training.
  • Deliver curated, high-quality data for scenarios involving retail investing strategies, personal budgeting, financial planning, and personal tax preparation.
  • Collaborate with technical staff to support the training of new AI tasks and contribute to the development of innovative technologies.
  • Assist in designing and improving efficient annotation tools tailored for personal finance data.
  • Select and analyze complex problems in personal finance fields aligned with your expertise to enhance AI model performance.
  • Interpret, analyze, and execute tasks based on evolving instructions, maintaining precision and adaptability.

Required Qualifications

  • Professional experience in personal finance or related fields (e.g., retail investing, personal financial planning, personal tax preparation, or financial advisory roles).
  • Proficiency in reading and writing informal and professional English.
  • Strong communication, interpersonal, analytical, and organizational skills.
  • Excellent reading comprehension and ability to exercise autonomous judgment with limited data.
  • Passion for technological advancements and innovation in personal finance.

Preferred Qualifications

  • Relevant certification or training (e.g., CFP, CFA, Enrolled Agent, or similar personal finance/tax-related certification).
  • Experience mentoring or training others in personal finance, investing, or tax preparation practices.
  • Comfort with recording audio or video sessions for data collection.
  • Familiarity with AI or data annotation workflows in a technical setting.

Location, Hourly & Other Expectations

  • This position is based in Palo Alto, CA (in-office, 5 days per week) or fully remote with strong self-motivation required.
  • US-based candidates cannot be hired in Wyoming or Illinois at this time.
  • Visa sponsorship is not available.
  • Team members are expected to work from 9:00am - 5:30pm PST for the first two weeks of training, and 9:00am - 5:30pm in their own timezone thereafter.
  • For remote work, candidates must use a Chromebook, Mac with macOS 11.0 or later, or Windows 10 or later, and have reliable access to a smartphone.

Interview Process

After submitting your application, our team will review your CV and statement of exceptional work. If your application advances, you will be invited to a 15-minute phone interview to discuss basic qualifications. Successful candidates will proceed to the main process, which includes:

1. Technical deep-dive: Discussing your legal and compliance expertise and data annotation experience.

2. A take-home challenge focused on legal or compliance data labeling or analysis.

3. A meet-and-greet with the wider team.

Our goal is to complete the main interview process within one week.

Compensation

$45/hour - $100/hour

The posted pay range is intended for U.S.-based candidates and depends on factors including relevant experience, skills, education, geographic location, and qualifications. For international candidates, our recruiting team can provide an estimated pay range for your location.

Benefits:

Hourly pay is just one part of our total rewards package at xAI. Specific benefits vary by country, depending on your country of residence you may have access to medical benefits. We do not offer benefits for part-time roles.

xAI is an equal opportunity employer.

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