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Personal Finance Jobs (NOW HIRING)

Mosaec

$90 - $130/hr

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 ...

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$25K

$92.6K

$135.5K

How much do personal finance jobs pay per year?

As of Aug 21, 2026, the average yearly pay for personal finance in the United States is $92,631.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $109,000.00 per year, depending on experience, location, and employer.

What is a personal finance job?

A Personal Finance job involves helping individuals manage their money, budget, save, invest, and plan for financial goals like retirement or buying a home. Professionals in this field may work as financial advisors, planners, or coaches, providing guidance on debt management, insurance, and wealth building. They analyze financial situations, recommend strategies, and educate clients on making informed financial decisions. Strong analytical skills and a deep understanding of financial principles are essential for success in this career.

What are the key skills and qualifications needed to thrive in personal finance?

To succeed in Personal Finance roles, strong analytical abilities, financial planning knowledge, and a relevant degree (such as in finance, accounting, or economics) are essential. Familiarity with financial planning software, budgeting tools, and certifications like CFP (Certified Financial Planner) are highly valued. Excellent communication, active listening, and interpersonal skills help build trust and effectively guide clients toward their financial goals. These qualifications are important to provide accurate financial advice, manage client relationships, and ensure compliance with industry standards.

What are some common challenges faced by professionals in personal finance roles?

Personal finance professionals often encounter the challenge of balancing multiple clients' unique needs while keeping up with changing financial regulations and market trends. They must also adeptly address clients' emotional responses to financial decisions, which requires both technical expertise and strong interpersonal skills. Continuous learning and staying current with new products or legislation are necessary to provide the best advice. However, overcoming these challenges provides valuable experience and can lead to significant professional growth in the industry.

What can you do with a personal finance degree?

A personal finance degree prepares individuals for careers in financial planning, investment advising, banking, insurance, and financial analysis. Graduates often work as financial advisors, budget analysts, or loan officers, utilizing skills in budgeting, financial analysis, and client communication. Certifications like CFP or CFA can enhance job prospects and career advancement.
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Cities with the most Personal Finance job openings:

What are the most commonly searched types of Personal Finance jobs?

The most popular types of Personal Finance jobs are:

What states have the most Personal Finance jobs?

States with the most job openings for Personal Finance jobs include:

What job categories do people searching Personal Finance jobs look for?

The top searched job categories for Personal Finance jobs are:

personal finance jobs near you
Infographic showing various Personal Finance job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, 4% Contract, and 1% Nights. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $92,631 per year, or $44.5 per hour.

Personal Finance Expert Evaluator - AI Trainer

Mercor

Charlotte, NC • On-site

$80 - $120/hr

Full-time

Posted 11 days ago

Job description

About the job

Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey.

Position: Personal finance / consumer planning Evaluator
Type: Contract
Compensation: $80–$120/hour
Location: Remote

Role Responsibilities

  • Evaluate AI-generated artifacts against domain-specific quality rubrics.
  • Identify factual, aesthetic, and presentation errors.
  • Provide clear, structured written feedback.
  • Apply deep subject-matter expertise to grade outputs.
  • Work independently and asynchronously to meet deadlines while improving AI model performance.

Qualifications

Must-Have

  • 5+ years of relevant professional experience in Personal finance / consumer planning.
  • Native or professional fluency in English.
  • Highly proficient in Microsoft Office and Google Workspace, especially Slides.

Preferred

  • Advanced degree (Master's or higher) from a reputable institution.

Application Process (Takes 20–30 mins to complete)

  • Upload resume
  • AI interview based on your resume
  • Submit form

Resources & Support

  • For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome
  • For any help or support, reach out to: support@mercor.com

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.


#hiringmercor