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Join Qofi as a Personal Finance Expert

Join Qofi as a Personal Finance Expert Join an elite circle of financial planning professionals shaping the future of AI in personal financial advice and decision-making.

Join Qofi as a Personal Finance Expert Join an elite circle

of financial planning professionals shaping the future of AI

in personal financial advice and decision-making.

Apply Now

→

Key Role Details

Qofi is recruiting Certified Financial Planner, Chartered Financial Analyst, and Certified Public Accountant experts for a research project with a leading foundational model AI lab.

Qofi is building the world's most exclusive network of financial planning professionals who are directly

shaping how AI understands and reasons about real client situations. We are not just collecting data,

we are capturing the tacit knowledge that separates elite advisors from the rest.

You will create and evaluate expert-level planning work from scratch across retirement, investment, tax, insurance, and estate analyses that reflect real client engagements. We provide the training, tools, and data-labeling techniques you need to be effective.

Produce gold-standard answers and grading rubrics across retirement, investment management, tax, insurance, and estate planning. Apply sound, fiduciary-grade judgment to realistic, multi-step client scenarios.

You must be able to commit at least 15 hours per week for this role.

Positions are available now, and new hires can start immediately. We offer career development

opportunities for top performers.

Positions are available now, and new hires can start immediately. We offer

career development opportunities for top performers.

The process includes a short introductory questionnaire (about five minutes) and a technical

assessment. Candidates are compensated for passing the assessment.

The process includes a short introductory questionnaire (about five minutes)

and a technical assessment. Candidates are compensated for passing the

assessment.

Overview

Project contracts can be lengthened, shortened, or ended early depending on needs and performance. Your work at Qofi will not involve access to confidential or proprietary information from any employer, client, or institution.

Payments are made weekly via direct deposit based on hours worked. Positions are available now.

New hires are able to start immediately.

Qofi members work as independent contractors on project-based engagements, contributing to

high-value data campaigns that power advanced AI reasoning. You will be engaged in a fully remote

role that can be completed on your own schedule.

Qofi members work as independent contractors on project-based

engagements, contributing to high-value data campaigns that power

advanced AI reasoning. You will be engaged in a fully remote role that can

be completed on your own schedule.

Time Commitment

Flexible, project-based work. Contribute as little as 15 hours per week, or scale up based on your availability.

About Qofi

Qofi partners with leading AI researchers to train

frontier models on expert-level financial planning

work. You will create high-quality planning analyses

that teach AI systems how experienced advisors

think. You will be paid competitively, work on your

own schedule, and directly influence how millions

use AI for personal financial decisions.

Qofi partners with leading AI researchers to train frontier models on expert-level financial planning

work. You will create high-quality planning analyses that teach AI systems how experienced advisors

think. You will be paid competitively, work on your own schedule, and directly influence how millions

use AI for personal financial decisions.

Compensation

Highly competitive rates starting at $100 to $150

per hour, depending on credentials and

experience. Increases are available with tenure

and increased responsibility.

Highly competitive rates starting at $100 to $150 per hour, depending on credentials and experience. Increases are available with tenure

and increased responsibility.

Required

Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), or an equivalent credential, or 5+ years in financial planning or wealth management.

Hands-on experience in retirement, investment, tax, insurance, or estate planning.

Strong written communication, with the ability to articulate complex planning reasoning.

Strong written

communication, with the

ability to articulate complex

planning reasoning.

Strong written communication, with the ability to articulate complex

planning reasoning.

Interest in AI and machine-learning applications in finance.

Why Join Qofi?

Premium compensation. Earn rates that reflect your expertise and the value of institutional-quality

data.

Join an elite network. Connect with top performers from the world's leading institutions.

Join an elite network. Connect with top performers from the world's leading

institutions.

Shape AI's future. Directly influence how AI understands and reasons about complex, high-stakes

decisions.

Shape AI's future. Directly influence how AI understands and reasons about

complex, high-stakes

decisions.

Total flexibility. Work on your own schedule, from anywhere in the world.

Application Process

1. Apply - Submit your application via our form.

1. Apply - Submit your

application via our form.

Ready to Shape the Future of Personal Finance AI?

💰 Premium Compensation

Earn rates that reflect your expertise and the

value of institutional-quality financial data.

🌐 Elite Network

Connect with top performers from the world's

leading financial institutions.

🚀 Shape AI's Future

Directly influence how AI understands and

reasons about complex personal finance

scenarios.

⏰ Total Flexibility

Work on your own schedule, from anywhere in

the world.

Application Process

Apply

Submit your application via

our form.

Review

Our team reviews your

background.

Verify

Complete a brief skills

assessment.

Complete a brief skills

assessment.

Onboard

Join the community and

start contributing.

Join the community and start contributing.

Ready to Shape the Future of Personal Finance AI?

Join an elite community of financial planning professionals who are defining how AI understands personal financial decision-making.

Join an elite community of financial planning professionals who are defining how

AI understands personal financial decision-making.

Apply Now

→

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Finance AI deployments are stalling at 80%. The institutions that close the last 20% first win.

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Global, private community of high- performing investors, dealmakers, and consultants

Subscribe to our newsletter

COMPANY

ENTERPRISES

Experts

Email Address

support@qofi.ai

Address

1111B S Governors Ave

Suite 99891

Dover, DE 19904

Contact

Finance AI deployments are stalling at 80%. The institutions that close the last 20% first win.

Book a Call

Global, private community of high-

performing investors, dealmakers, and consultants

Subscribe to our newsletter

COMPANY

ENTERPRISES

experts

Email Address

support@qofi.ai

Address

1111B S Governors Ave

Suite 99891

Dover, DE 19904

Contact