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Freelance Ctfa Jobs (NOW HIRING)

$90 - $130/hr

RSUs, stock options, ESPPs and freelancer/self-employed finances Ideal Candidates * US-based ... Credentials such as CFP, CPA, EA, PFS or CTFA are a plus * Comfortable explaining financial ...

Freelance Ctfa information

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$47

$132

How much do freelance ctfa jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for freelance ctfa in the United States is $47.71, according to ZipRecruiter salary data. Most workers in this role earn between $24.28 and $61.78 per hour, depending on experience, location, and employer.

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Toptal: [Expert Crowd] Personal Finance consultants for AI model

Mosaec

On-site

$90 - $130/hr

Other

Retirement

Posted 19 days ago


Job description

Headquarters:

We are looking for experienced personal finance professionals to support the training and evaluation of AI models. You should have hands-on experience advising individual clients or households on real-world financial decisions.

Areas of Expertise
  • We are seeking talent with experience in one or more of the following:
  • Personal Tax: Individual tax returns (1040), tax planning, capital gains, self-employment and quarterly taxes
  • Investments & Retirement: Portfolio management, asset allocation, 401(k), IRA/Roth, rebalancing and Social Security
  • Financial Planning: Budgeting, cash flow, debt, financial goals and comprehensive household planning
  • Estate Planning: Estate/gift tax, trusts, beneficiary planning and fiduciary accounting (non-attorney roles)
  • Debt & Life Events: Student loans, mortgages, credit cards, home affordability and 529/college planning
  • Equity Compensation & Self-Employed Finances: RSUs, stock options, ESPPs and freelancer/self-employed finances
Ideal Candidates
  • US-based professionals with direct experience advising individuals or households
  • 5+ years of relevant experience preferred
  • Credentials such as CFP, CPA, EA, PFS or CTFA are a plus
  • Comfortable explaining financial concepts and evaluating real-world personal finance scenarios
  • Experience working with everyday/middle-income households is especially valuable
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