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Open nowPosted 30 days ago

Personal Finance Experts for AI Training

Lifted, an Upwork Company™7 open roles

Where
Florida City, FL, United States, Remote
Work mode
Remote
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Your applicationOpen nowPersonal Finance Experts for AI TrainingLifted, an Upwork Company™ · Florida City, FL, United States, Remote

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Lifted, an Upwork Company™'s own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

8.1% of postings close within 7 days. Measured by our own scanner across the market. Lifted, an Upwork Company™ postings stay open a median of 4 days.

Share of postings closed within
  1. 1.7%1 day
  2. 3.6%3 days
  3. 8.1%7 days
  4. 15.1%14 days
  5. 34.0%30 days
This job: posted 30 days ago

Lifted, an Upwork Company™ median: 4 days open

The posting

Company Description

Enterprise client helps the world’s most innovative companies improve their AI models by providing human feedback.

Job Description

We are seeking a high volume of personal finance experts to help design and train the next generation of autonomous agents.

Qualifications

Core requirement (must have at least one):

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. Titles: CPA, Enrolled Agent (EA), personal tax preparer.
  • Investments & retirement— advising individuals on portfolios and retirement accounts (asset allocation, rebalancing, 401(k)/IRA/Roth, Social Security). Titles: financial advisor, wealth advisor, retirement planner.
  • Financial planning— comprehensive personal planning (budgeting, cash flow, debt, goals). Strong signal: CFP or PFS designation, or 5+ years advising households.
  • Estate planning (non-attorney)— estate and gift tax, trust administration, beneficiary planning, fiduciary accounting. Titles: trust officer, CTFA, CPA/EA doing estate tax, fiduciary accountant.
  • 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. Strong signals: CFP, CPA, EA, PFS, CTFA. Client-facing advisory roles. Builds real deliverables (financial plans, Excel models, completed filings).

Additional Information

  • Working schedule is flexible
  • Talent will not need to follow any specific schedule and can work at the times of their choosing
  • There is no guaranteed volume of available tasks or work during the engagement
From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Lifted, an Upwork Company™'s own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Lifted, an Upwork Company™'s form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Lifted, an Upwork Company™'s answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
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Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

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The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

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With CV Rocket100
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Before you press

Straight answers

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What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

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