We're hiring financial experts to author and review highly realistic personal finance scenarios. This work helps us build a robust database of complex financial situations for analytical modeling and assessment. Your expertise ensures that the financial data, tax implications, and investment strategies reflect real-world conditions.
How It WorksYou will work asynchronously to draft detailed personal finance case studies from scratch. During each session, you will also review scenarios submitted by others to check for logical consistency and financial accuracy. The tasks require you to document your reasoning and provide constructive feedback on potential edge cases. All work is conducted remotely through our text-based platform at your own pace.
Who This Is ForWe welcome certified financial planners, wealth managers, tax advisors, and experienced personal finance writers. Candidates must have a deep understanding of budgeting, investment strategies, and debt management. Professionals with hands-on experience in financial advisory or complex financial planning are highly encouraged to apply.
What You'll DoDraft realistic, multi-faceted personal finance scenarios based on specific prompts.
Review peer-submitted case studies for financial accuracy and logical consistency.
Document your methodology and reasoning for complex financial decisions.
Identify edge cases in tax planning, retirement strategies, or debt management.
Professional experience in personal finance, wealth management, or financial planning.
Strong ability to write clear, detailed, and mathematically sound case studies.
Deep knowledge of modern investment vehicles and tax considerations.
Comfortable working independently on complex, text-based analytical tasks.
$250 per task
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Terac is building the world's largest pool of vetted human experts for AI. Researchers, AI labs, and product teams use Terac to recruit, screen, and pay study participants across industries, languages, and skill sets.
Learn more at terac.com or on YouTube at @jointerac.
Skills Required
- Deep understanding of budgeting, investment strategies, and debt management
- Professional experience in personal finance, wealth management, or financial planning
- Ability to write clear, detailed, and mathematically sound case studies
- Deep knowledge of modern investment vehicles and tax considerations
- Ability to work independently on complex, text-based analytical tasks
- Certification as a certified financial planner, wealth manager, or tax advisor
- Hands-on experience in financial advisory or complex financial planning
- Experience as a personal finance writer
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