Talent.com
Micro1
Remote Financial Advisor (CFA or CFP)Micro1 • Richmond Heights, Missouri, US
Remote Financial Advisor (CFA or CFP)

Remote Financial Advisor (CFA or CFP)

Micro1 • Richmond Heights, Missouri, US
Hace más de 30 días
Tipo de contrato
  • A tiempo completo
  • Teletrabajo
Descripción del trabajo
Financial Advisor (CFA or CFP)

Required Skills

financial planningbudgetingretirement planningdebt managementrisk managementcfp certificationcompliancewritten communicationverbal communicationclient relationship managementfinancial problem-solvingfiduciary standardholistic financial coachingmentoringworkflow/process development

About micro1

micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform.

Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI.

Job Title: Financial Advisor (CFA or CFP)


Job Type: Contractor - US ONLY


Location: Remote


Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.


Key Responsibilities:

  1. Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households.
  2. Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families.
  3. Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points.
  4. Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates).
  5. Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication.
  6. Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance).
  7. Contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising.


Required Skills and Qualifications:

  1. 3+ years of hands-on, client-facing experience providing holistic financial planning to mainstream households in roles such as Financial Advisor, Wealth Advisor, or Personal Financial Consultant.
  2. Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis).
  3. CFP® certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work.
  4. Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts.
  5. Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service.
  6. Experience mentoring others, developing workflows, or standardizing planning processes.
  7. Comfort working asynchronously and independently in a remote setting.


Preferred Qualifications:

  1. Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms.
  2. Background designing or improving standardized planning processes or digital advisory journeys.
  3. Familiarity with personal finance apps, digital advice platforms, or AI-driven tools and a strong interest in innovation within the advisory space.
Crear una alerta de empleo para esta búsqueda

Remote Financial Advisor (CFA or CFP) • Richmond Heights, Missouri, US

Ofertas similares

Outside Sales Representative – Remote Insurance

Platinum Supplemental Insurance, Inc.Pevely, MO, US
Teletrabajo
A tiempo completo

Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac... Mostrar más

 • Oferta promocionada

Remote Financial Advisor (CFA or CFP)

Micro1Oakville, Missouri, US
Teletrabajo
A tiempo completo

Financial Advisor (CFA or CFP).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare... Mostrar más

 • Oferta promocionada

Earn $60K–$160K While Helping a Family Grow

Roots SurrogacyHerculaneum, MO, US
A tiempo completo

Looking for a meaningful way to earn significant income while doing something truly impactful?.Surrogacy with Roots offers one of the most supported and well-compensated journeys available.Base com... Mostrar más

 • Oferta promocionada

Flexible remote AI work. Your schedule. Paid weekly, straight to your bank account.

Meridian.aiOakville, MO, US
Teletrabajo
A tiempo completo

Review and label digital content including text, images, and documents.Every task you complete helps improve how technology interprets information and performs in practical settings.Detail-oriented... Mostrar más

 • Oferta promocionada

Client Relationship Consultant 2 (Banker) - Arnold, MO

US BankArnold, MO, United States
A tiempo completo

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Mostrar más

 • Oferta promocionada

Financial Advisor

Direct Staffing IncHazelwood, MO, United States
A tiempo completo

We are seeking an uncommon professional to join our team as a Financial Advisor.Cultivate strong relationships with members by consistently using the prescribed sales process.Cultivate strong worki... Mostrar más

 • Oferta promocionada

Associate Wealth Advisor

Focus Financial PartnersSaint Louis, MO, United States
A tiempo completo

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creatin... Mostrar más

 • Oferta promocionada

Financial Advisor

Northwestern Mutual Life Insurance CompanySaint Louis, MO, United States
A tiempo completo

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi... Mostrar más

 • Oferta promocionada

Remote Benefits Advisor (50k-90k per year)

Professional CareersFestus, Missouri
50.000,00 US$ anual
Teletrabajo
A tiempo completo +1

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are r... Mostrar más

 • Oferta promocionada

Online Survey Taker. Earn up to $25 per survey. - Remote - Columbia

Earn HausColumbia, Illinois, United States
Teletrabajo
A tiempo completo +1

We are urgently looking for people interested in taking online surveys for Fortune 500 brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Earn up... Mostrar más

 • Oferta promocionada

Financial Advisor

Ebs RecruitersSaint Louis, MO, United States
A tiempo completo

The Financial Advisor is responsible for helping clients achieve their financial goals through personalized planning, investment guidance, and exceptional client service.This role partners closely ... Mostrar más

 • Oferta promocionada

Financial Advisor

Northwestern MutualSaint Louis, MO, United States
A tiempo completo

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi... Mostrar más

 • Oferta promocionada

Financial Advisor

Commerce BankSaint Louis, MO, United States
A tiempo completo

Commerce Financial Advisors is a division of Commerce Bank.For over 35 years, Commerce Financial Advisors has been working to help clients achieve their financial goals.We are currently seeking a m... Mostrar más

 • Oferta promocionada

Financial Advisor

Renaissance FinancialSaint Louis, MO, United States
A tiempo completo

What we do is not just a job it is a passion.Renaissance Financial is a comprehensive financial strategies firm with locations in St.Louis, Overland Park, Omaha, Phoenix and Salt Lake City.Our Mis... Mostrar más

 • Oferta promocionada

Financial Advisor - Together Credit Union, St Louis, MO

LPL FinancialSaint Louis, MO, United States
A tiempo completo

Financial Advisor Together Credit Union.LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients.This employment opportunity at TruStage located ... Mostrar más

 • Oferta promocionada

Remote Job $790/wk - Hiring Focus Group Panelists

MaxionArnold, MO, US
Teletrabajo
A tiempo completo +2

Want to make extra money on YOUR schedule? Join our exclusive list of research study participants and .Perfect for anyone seeking remote, part-time, or temporary work, these opportunities require .... Mostrar más

 • Oferta promocionada

Relationship Banker St Louis North City Area

Bank of AmericaArnold, MO, United States
A tiempo completo

Relationship Banker St Louis North City Area Florissant, Missouri;Florissant, Missouri; Saint Louis, Missouri; Saint Louis, Missouri; Saint Louis, Missouri; Saint Louis, Missouri; Arnold, Missouri... Mostrar más

 • Oferta promocionada

Virtual Financial Advisor - St Louis

Thrivent Financial for LutheransSaint Louis, MO, United States
A tiempo completo

Virtual Financial Advisor Remote.Bring your skills to a deeply purposeful, financially rewarding career.Thrivent is more than a financial services company we're a community that puts generosity a... Mostrar más

 • Oferta promocionada

Online Survey Participant: Work Remote and Earn Up To $25 Per Survey

Earn HausArnold, MO, US
Teletrabajo
A tiempo completo +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Mostrar más

 • Oferta promocionada

Strategic Principal Consultant — Remote Client Advisor

NWNSt. Louis, MO, United States
A tiempo completo

NWN, a leading AI-powered technology solutions provider, seeks a Principal Consultant - MS to drive strategic account planning in St.You will act as pseudo vCIO for strategic customers, guiding arc... Mostrar más