Talent.com
Micro1
Remote Personal Financial Advisor (Private Wealth)Micro1 • Durango, Colorado, US
No se aceptan más aplicaciones
Remote Personal Financial Advisor (Private Wealth)

Remote Personal Financial Advisor (Private Wealth)

Micro1 • Durango, Colorado, US
Hace más de 30 días
Salario
80,00 US$ por hora
Tipo de contrato
  • A tiempo completo
  • Teletrabajo
Descripción del trabajo

Personal Financial Advisor (Private Wealth)

$80 - $110/hourpay

Required Skills

financial planning

investment management

retirement planning

tax-aware strategies

client relationship management

communication

regulatory compliance

high-net-worth client advising

judgment and decision-making

certified financial planner (cfp)

Certified Financial Advisor (CFA)

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: Personal Financial Advisor (Private Wealth)


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. Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management.
  2. Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools.
  3. Provide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients with diverse financial needs.
  4. Communicate complex financial concepts in a client-centric, easily understandable way.
  5. Utilize strong judgment to balance immediate financial needs with long-term planning considerations.
  6. Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management.
  7. Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards.


Required Skills and Qualifications:

  1. 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients.
  2. Proven ability to build trust and rapport with high-net-worth or mass affluent clients.
  3. Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management.
  4. Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance.
  5. Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps.
  6. Exceptional judgment and decision-making capability in high-impact client scenarios.
  7. CFP, CFA, or equivalent credential required.


Preferred Qualifications:

  1. Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking.
  2. Exposure to AI-assisted financial planning tools or processes (helpful but not required).
  3. Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity.


Join our customer’s team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow’s advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.

Crear una alerta de empleo para esta búsqueda

Remote Personal Financial Advisor (Private Wealth) • Durango, Colorado, US

Ofertas similares

Associate Financial Advisor

Baird CapitalDurango, CO, United States
A tiempo completo

The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management soluti... Mostrar más

 • Oferta promocionada

Remote Data Entry - Product Support - $45 per hour

GL Inc.Manatí, Puerto Rico
45,00 US$ por hora
Teletrabajo
A tiempo parcial +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Mostrar más

 • Oferta promocionada

Work from Home - Online Product Support (Entry Level)

GLOCPAManatí, Puerto Rico
15,00 US$ por hora
Teletrabajo
A tiempo parcial +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Mostrar más

 • Oferta promocionada

Remote Customer Service Representative $45 per hour

GL1Manatí, Puerto Rico
45,00 US$ por hora
Teletrabajo
A tiempo parcial +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Mostrar más

 • Oferta promocionada

Remote Work – Product Assessments - $25-$45 per hour (No Experience)

Online Consumer Panels AmericaLuquillo, Puerto Rico, US
25,00 US$–45,00 US$ por hora
Teletrabajo
A tiempo parcial +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Mostrar más

 • Oferta promocionada

Travel Occupational Therapist (OT) in Durango, CO

AlliedTravelCareersDurango, CO, US
A tiempo completo

Competitive weekly pay (inquire for details) .Access Healthcare LLC is seeking a Occupational Therapist for a travel assignment in Durango, CO to start ASAP.This assignment is for a 1 weeks contrac... Mostrar más

 • Oferta promocionada

Work-From-Home Product Advisor - $45 per hour

Great LionManatí, Puerto Rico
45,00 US$ por hora
Teletrabajo
A tiempo parcial +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Mostrar más

 • Oferta promocionada

Online Remote Work

Online Consumer Panels AmericaLuquillo, Puerto Rico, US
25,00 US$ por hora
Teletrabajo
A tiempo parcial +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Mostrar más

 • Oferta promocionada

Remote Research Panel Participant

GL IncManatí, Puerto Rico
15,00 US$ por hora
Teletrabajo
A tiempo parcial +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Mostrar más

 • Oferta promocionada

Remote Customer Service Representative – Product Testing

GLOCPAManatí, Puerto Rico
15,00 US$ por hora
Teletrabajo
A tiempo parcial +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Mostrar más

 • Oferta promocionada

Remote Product Tester – $45/hr + Free Products – Start Now!

OCPACenter Point, New Mexico, us
25,00 US$ por hora
Teletrabajo
A tiempo parcial +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Mostrar más

 • Oferta promocionada

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

Meridian.aiDurango, CO, 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

Work From Home Professionals - $45 per hour

GL1Manatí, Puerto Rico
45,00 US$ por hora
Teletrabajo
A tiempo parcial +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Mostrar más

 • Oferta promocionada

Work From Home - Product Specialist - $45 per hour

GL1Manatí, Puerto Rico
45,00 US$ por hora
Teletrabajo
A tiempo parcial +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Mostrar más

 • Oferta promocionada

Work from Home Data Entry Clerk

GL Inc.Manatí, Puerto Rico
15,00 US$ por hora
Teletrabajo
A tiempo parcial +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Mostrar más

 • Oferta promocionada

Work from Home - Full Time - Data Entry - $45 per hour

GL Inc.Manatí, Puerto Rico
45,00 US$ por hora
Teletrabajo
A tiempo completo +2

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Mostrar más

 • Oferta promocionada

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

Earn HausDurango, CO, 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

Work from Home Travel Advisor

Affinity TravelsDurango, CO, United States
Teletrabajo
A tiempo completo

Are you the go-to person for vacation tips, flight hacks, and dreamy getaways? Turn your passion for travel into a rewarding career as a Home-Based Travel Advisor from the US or Latin America.You w... Mostrar más

 • Oferta promocionada

Remote Consumer Insights Participant

GL IncManatí, Puerto Rico
15,00 US$ por hora
Teletrabajo
A tiempo parcial +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Mostrar más

 • Oferta promocionada

Remote Consumer Feedback Participant

GL IncManatí, Puerto Rico
15,00 US$ por hora
Teletrabajo
A tiempo parcial +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Mostrar más