Finance professionals can work from home part-time building and grading AI on valuation, modelling, credit and planning work. On 14 November 2026 Handshake AI listed investment bankers at up to $175 an hour, Mercor listed investment banking and wealth management experts at $100 to $130 and CFP or CFA holders at $130 to $140 (US), micro1 equity and credit research at $90 to $120, DataAnnotation investment banking, research, credit, FP&A and underwriting roles at up to $125+, and Alignerr financial analysts at $60 to $100. If you are FINRA-registered, Rule 3270 requires prior written notice to your firm before paid outside work.
- The work is building realistic deal, model and planning tasks and grading AI answers, not advising real clients.
- Seven programs listed finance roles on the day we checked; banking, FP&A and advisory roles carry the highest published ceilings.
- Registered persons must give their firm prior written notice under FINRA Rule 3270; Rule 3290 takes over on 25 October 2027.
- Never use deal files, client data or non-public information in a task.
Work from home in finance: what AI training work looks like
AI labs are testing whether models can do analyst work: build a DCF, spread comparables, read a credit agreement, draft a financial plan. They hire finance professionals to build those tasks with a correct answer and to grade how the model does. It is project work done from home, usually alongside a full-time role.
micro1's investment banking role describes it: "Build realistic transaction environments and use AI agents to create and review valuation models, deal materials, task instructions, and objective evaluation criteria", paid per task, at least 10 hours a week (micro1 listing). Alignerr's financial analyst role reviews AI-generated financial analyses, models and explanations (Alignerr).
Accountants, CPAs and tax preparers have their own page: AI training jobs for accountants.
Finance AI training jobs by role
Rates per hour as each program published them on 14 November 2026; "up to" figures are ceilings. Programs are alphabetical in each row.
| Your role | Programs listing it now | Published pay | Experience asked |
|---|---|---|---|
| Investment banking and M&A | DataAnnotation; Handshake AI (Investment Bankers; Banking Expert); Mercor; micro1 | Up to $125+; up to $175 and up to $150; $100-130; $60-120 | Handshake AI: 2+ years as IB or PE analyst or associate |
| Equity and credit research | Alignerr (Investment Strategy Analyst); DataAnnotation (Equity Research, Credit Analyst); micro1 | $60-120; up to $125+; $90-120 | Buy-side or sell-side research, or credit analysis |
| FP&A and corporate finance | Alignerr (Financial Analyst); CrowdGen (FP&A Analysts); DataAnnotation (FP&A); Handshake AI (FP&A; Corporate Finance); Mercor (Financial Analyst; Financial Managers); micro1 | $60-100; up to $180; up to $125+; up to $80; $60-180 and $70-110; $60-120 | Handshake AI: 2+ years; Mercor managers: 20+ hours a week |
| Underwriting | DataAnnotation (Insurance Underwriter); micro1 (Senior Commercial Underwriter) | Up to $125+; $50-80 | Underwriting, claims or reinsurance experience |
| Financial advisers and wealth managers | CrowdGen (Investment Managers); Handshake AI (Financial Advisor); Mercor (CFP / CFA; Asset & Wealth Management); micro1 (Personal Financial Advisor) | Up to $150; up to $75; $130-140 (US) and $100-130; $90-110 | Mercor: active CFP and/or CFA and 5+ years; Handshake AI: 4+ years |
| Quantitative finance | Handshake AI (Quantitative Analyst) | Up to $150 | 1+ year as a quant at a top company or fund; US-based |
Sources, read 14 November 2026: Alignerr financial analyst and investment strategy listings; DataAnnotation investment banker, equity research, credit analyst, FP&A and insurance underwriter roles; Handshake AI investment bankers, banking, FP&A, corporate finance, financial advisor and quantitative analyst listings; Mercor investment banking, wealth management, CFP / CFA, financial analyst and financial managers listings; micro1 investment banking, equity and credit research, corporate finance, financial advisor and underwriter listings.
CrowdGen's figures are from its homepage list of open domains (CrowdGen). Also recruiting: Snorkel's finance community asks for a completed master's or doctorate in a finance-related topic and is open only to eligible US-based contractors outside California (Snorkel).
FINRA outside business activity rules for registered persons
If you hold a FINRA registration, AI training work is an outside business activity. FINRA Rule 3270 says no registered person may be an independent contractor or be compensated by another person for business outside their member firm "unless he or she has provided prior written notice to the member, in such form as specified by the member" (FINRA Rule 3270). Your firm then decides whether to allow it, impose conditions or prohibit it.
FINRA has adopted Rule 3290, Outside Activities Requirements, effective 25 October 2027 (FINRA Rule 3290). It requires prior written notice for outside "investment-related" activity, a term that covers financial assets, banking and insurance, among others. Whether a given AI training project counts is your compliance team's call, so give notice under your firm's current procedure either way.
- Tell compliance what you will do, for whom, how many hours and how you are paid, before you accept a project.
- Keep client names, deal terms, models built at work and any material non-public information out of every task. Build scenarios from public information or invented companies.
- Check your employment contract for outside-work, confidentiality and non-solicitation clauses; banks often restrict outside work more tightly than FINRA does.
Part-time or full-time? Read the hours line
Most listings fit around a job. Handshake AI's FP&A and corporate finance roles say most contributors work about 5-20 hours per week on an active project (Handshake AI); Mercor's analyst network states 15-30 hours (Mercor); micro1's banking role asks for 10+ hours (micro1).
Some are not side work at all. Mercor's private equity and venture capital role is a hybrid, on-site role in the Bay Area, "This is not a remote role", with a 40-hour week for six months (Mercor). Skip roles like that if you are keeping your day job.
Next step
Compare rates in AI trainer pay rates compared, check programs in Are AI training jobs legit?, and plan for contractor tax with AI training jobs and taxes.
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Origin Data Partners is independent of the programs on this page. A program may pay Origin when Origin introduces someone who joins it, which never changes what you are paid (how Origin is paid).
Common questions
Do I need to tell my FINRA member firm about AI training work?
If you are a FINRA-registered person, yes. Rule 3270 requires prior written notice to your member firm before you are paid for business outside the firm, and the firm may set conditions or prohibit it. Follow your firm's compliance procedure.
Can investment bankers do AI training work on the side?
Many programs want them: on 14 November 2026 Handshake AI listed investment bankers at up to $175 an hour and Mercor at $100 to $130. Clear it with your bank first, and never use live deal information or client data in a task.
Which AI training programs hire CFA or CFP holders?
Mercor listed a US role for active CFP and/or CFA holders with 5+ years of client-facing planning at $130 to $140 an hour. micro1 listed a personal financial advisor role at $90 to $110 and Handshake AI a financial advisor role at up to $75.
What do AI training programs pay bankers and financial analysts?
On 14 November 2026, for bankers: Handshake AI up to $175 an hour, Mercor $100 to $130 and micro1 $60 to $120. For financial analysts: Alignerr $60 to $100, Mercor's analyst network $60 to $180 and CrowdGen FP&A analysts up to $180. "Up to" figures are ceilings and hours are not guaranteed.
Can I use models I built at work in AI training tasks?
No. Models, deal files and client data belong to your employer or its clients and may include non-public information. Build tasks from public filings or invented companies instead.
Are there remote AI training jobs for underwriters?
Yes. DataAnnotation listed an insurance underwriter role at up to $125+ an hour and micro1 a senior commercial underwriter role at $50 to $80.
Sources and further reading
- Alignerr financial analyst listing
- Alignerr investment strategy listing
- DataAnnotation Investment Banker role
- DataAnnotation Equity Research Analyst role
- DataAnnotation Credit Analyst role
- DataAnnotation FP&A Analyst role
- DataAnnotation Insurance Underwriter role
- Handshake AI Investment Bankers listing
- Handshake AI Banking Expert listing
- Handshake AI FP&A Analyst listing
- Handshake AI Corporate Finance Analyst listing
- Handshake AI Financial Advisor listing
- Handshake AI Quantitative Analyst listing
- Mercor Investment Banking Expert listing
- Mercor Asset & Wealth Management listing
- Mercor CFP / CFA listing
- Mercor Financial Analyst listing
- Mercor Financial Managers listing
- Mercor private equity listing
- micro1 investment banking listing
- micro1 equity and credit research listing
- micro1 corporate finance listing
- micro1 Personal Financial Advisor listing
- micro1 commercial underwriter listing
- CrowdGen by Appen
- Snorkel AI Expert Community: finance
- FINRA Rule 3270
- FINRA Rule 3290
