Personal Finance Evaluator (Expert Reviewer)

About OpenTrain

OpenTrain is the #1 platform for people building careers in AI training and data labeling. We make it easy to find paid projects, build a unified portfolio, and grow a durable freelance career teaching AI how to understand real-world tasks.

OpenTrain AI is the hiring and contracting organization for this role. We connect expert reviewers with projects that shape how state-of-the-art models behave while offering flexible, remote work arrangements.

Why AI Training Work Matters

AI training (data labeling/annotation and human feedback) is the human side of building intelligent systems: people create, evaluate, and refine the examples models learn from. This work is one of the fastest-growing ways to work in tech and directly influences how helpful and accurate AI becomes.

Many projects are fully remote and flexible, making them a great fit for experienced professionals who want meaningful part-time work while using their domain expertise to improve model outputs.

The Role

OpenTrain AI is recruiting a Personal Finance Evaluator to review AI-generated documents, spreadsheets, and slide decks focused on personal finance and consumer planning. This is an expert, remote hourly engagement for reviewers who apply professional judgment to assess accuracy, rigor, presentation, and overall domain quality.

You will use structured rubrics to rate outputs, identify factual or formatting errors, and provide concise written feedback explaining your grading decisions.

What You'll Do

Evaluate AI-generated work products against domain-specific quality rubrics and provide clear, actionable feedback.

Assess factual accuracy, financial reasoning, assumptions, and consumer-planning recommendations, plus presentation and aesthetic elements across documents, spreadsheets, and slides.

• Review documents, spreadsheets, and slide decks for factual, presentation, and formatting issues.
• Assign structured evaluation ratings and write concise explanations for each score.
• Flag errors in calculations, incorrect assumptions, unclear recommendations, or poor visual presentation.
• Apply careful, domain-specific judgment to determine whether outputs are accurate, useful, and professionally presented.

Requirements

This is an expert-level reviewer role: preserve all required qualifications when applying.

Candidates must meet the listed skills and experience to be considered.

• 5+ years of relevant professional experience in personal finance or consumer planning.
• Native or professional fluency in English.
• Strong proficiency with Microsoft Office and Google Workspace, especially Google Slides or PowerPoint.
• Experience evaluating AI-generated documents, spreadsheets, or slide decks and applying quality rubrics.
• Ability to identify factual, presentation, and formatting issues and explain grading decisions concisely.

Helpful Background

Advanced degrees (master's or higher) and prior experience in financial planning, advisory, or consumer-facing finance roles are advantageous but not required if you meet the experience threshold.

Prior exposure to reviewing or auditing financial materials, building client-ready slide decks, or creating consumer planning spreadsheets will help you move faster in the role.

Role Details & Compensation

This is a remote, hourly contractor role with a time expectation of 20+ hours per week. OpenTrain AI hires contractors for flexible part-time engagements.

Pay range: $80 to $120 per hour. You will be asked to deliver structured evaluation ratings and short written feedback for each reviewed item.

• Employment type: Contractor, Part-time.
• Time commitment: 20+ hours per week.
• Pay: $80–$120 USD per hour.

How to Apply

If you meet the requirements and want to work on the human side of building better AI, apply through OpenTrain to be considered for this role.

Be prepared to demonstrate your personal finance experience and give examples of past review or evaluation work; you may be asked to complete sample evaluations as part of onboarding.