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

Remote Financial Advisor (CFA or CFP)

Micro1 • Ballwin, Missouri, US
Hace más de 30 días
Salario
80,00 US$ por hora
Tipo de contrato
  • A tiempo completo
  • Teletrabajo
Descripción del trabajo
Financial Advisor (CFA or CFP) $80 - $110/hourpay

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) • Ballwin, Missouri, US

Ofertas similares

Financial Manager

GraybarChesterfield, MO, United States
A tiempo completo

As a Financial Manager, you will support profit center sales and profitability initiatives through the extension of customer credit and management of accounts receivable portfolios.In this role you... Mostrar más

 • Oferta promocionada

Drive with DoorDash - Onboarding / Onboard

DoorDashOld Monroe, MO, United States

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a var... Mostrar más

 • Oferta promocionada

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

Professional CareersEllisville, 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

J.P. Morgan Wealth Management Private Client Advisor - Eastern Suburbs of St Louis, MO (including

ChaseO Fallon, MO, United States
A tiempo completo

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Mostrar más

 • Oferta promocionada

Become a Surrogate, give the miracle of life, and earn up to $115,000 from home!

Giving Tree SurrogacyHardin, IL, US
A tiempo completo +1

We are looking for a passionate individual with a sense of responsibility and willingness to help create families to join us as a surrogate.In this role, you will be instrumental in supporting indi... Mostrar más

 • Oferta promocionada

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

Roots SurrogacyRaintree Plantation, 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

J.P. Morgan Wealth Management Private Client Advisor - Eastern Suburbs of St Louis, MO (including

JPMorgan ChaseO Fallon, MO, United States
A tiempo completo

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Mostrar más

 • Oferta promocionada

Senior Investment Accounting Analyst - (Open to Remote)

Reinsurance Group of AmericaChesterfield, MO, United States
Teletrabajo
A tiempo completo

Senior Investment Accounting AnalystRGA is a purpose-driven organization working to solve today's challenges through innovation and collaboration.A Fortune 200 Company and listed among its World's ... Mostrar más

 • Oferta promocionada

New 21 Day Out for Costco Dedicated Earning $.59 to $.62 CPM - Winfield, MO

Shaffer TruckingWinfield, MO, US
A tiempo completo

New Costco Dedicated 21 Days Out.Top 50% average $96,442 per year.One-year verifiable tractor trailer experience with a class A CDL. Mostrar más

 • Oferta promocionada

Senior Advisor

Treasury DepartmentChesterfield, MO, United States
A tiempo completo

The following are the duties of this position at the full working level.If this vacancy includes more than one grade and you are selected at a lower grade level, you will have the opportunity to le... Mostrar más

 • Oferta promocionada

Earn Side Money at Home Testing Products

Product Review JobsHARDIN, IL, United States
A tiempo completo

Compensation: Varies per assignment.Location: Remote (USA) Company: ProductReviewJobs Thank you for your interest in becoming a Paid Product Tester.This opportunity is for completing market res... Mostrar más

 • Oferta promocionada

Financial Advisor

Northwestern MutualChesterfield, MO, United States
A tiempo completo

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Mostrar más

 • Oferta promocionada

VP, Global Investments Strategic Solutions (open to remote)

Reinsurance Group of AmericaChesterfield, MO, United States
Teletrabajo
A tiempo completo

Investment Process Solutions LeaderRGA is a purpose-driven organization working to solve todays challenges through innovation and collaboration.A Fortune 200 Company and listed among its Worlds Mos... Mostrar más

 • Oferta promocionada

Associate Financial Advisor

Ameriprise FinancialChesterfield, MO, United States
A tiempo completo +1

Ameriprise Financial Associate Financial Advisor.At Ameriprise Financial, we're not just in the business of helping clients with their financial goals we also help our advisors and employees reach... Mostrar más

 • Oferta promocionada

Sr. Financial Analyst (FP&A)

RIT SolutionsChesterfield, MO, United States
A tiempo completo

As a Senior Financial Analyst, you will lead and oversee financial analysis, forecasting, and reporting activities, providing strategic insights and recommendations to support executive decision-ma... Mostrar más

 • Oferta promocionada

Outside Sales Representative – Remote Insurance

Platinum Supplemental Insurance, Inc.Josephville, 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

Naval Flight Officer and Pilot

US NavyJosephville, MO, US
A tiempo completo

Naval Aviation Officer (Pilot / Naval Flight Officer / AMDO).Naval Aviation Officers serve as Pilots, Naval Flight Officers, and Aviation Maintenance Duty Officers who operate and support one of th... Mostrar más

 • Oferta promocionada

Investment Advisor Representative

INB, National AssociationChesterfield, MO, United States
A tiempo completo

Investment Advisor Representative.Please note: This is an in-office position that is located in St.At INB, a career is more than just a job; it's a chance to make a meaningful impact in the communi... Mostrar más

 • Oferta promocionada

Financial Analyst

True ManufacturingO Fallon, MO, United States
A tiempo completo

Position Type: Regular Full Time Job Shift: Day Education Level: 4 Year Degree Category: Accounting/Finance.True Manufacturing is seeking a motivated and detail-oriented Financial Analyst with an a... Mostrar más

 • Oferta promocionada

Client Associate

Rockefeller Capital ManagementChesterfield, MO, United States
A tiempo completo

Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.Originally founded in 1882 as the family office of Jo... Mostrar más