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Financial advisor Jobs in Cincinnati, OH

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Financial advisor • cincinnati oh

Last updated: 9 days ago

Remote Financial Advisor (CFA or CFP)

Micro1Cincinnati, Ohio, US
Remote
Full-time

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... Show more

 • Promoted

Remote Financial Advisor (CFA or CFP)

Micro1Monfort Heights, Ohio, US
Remote
Full-time

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... Show more

 • Promoted

Remote Personal Financial Advisor (Private Wealth)

Micro1Forestville, Ohio, US
$80.00 hourly
Remote
Full-time

Personal Financial Advisor (Private Wealth).Certified Financial Advisor (CFA).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowl... Show more

 • Promoted

HFA Financial Advisor Senior - Branch

HuntingtonCincinnati, OH, United States
Full-time

HFA Financial Advisor Senior - Branch.The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their sh... Show more

Senior Financial Analyst/Specialist - Financial Division

GAIC Great American Insurance CompanyCincinnati, OH
Full-time +1

Working for a leader in the insurance industry means opportunity for you.Great American Insurance Group's member companies are subsidiaries of American Financial Group.We combine a "small company" ... Show more

Financial Advisor

Northwestern MutualCincinnati, OH, United States
$61,000.00 yearly
Full-time

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... Show more

Remote Financial Advisor (CFA or CFP)

Micro1Reading, Ohio, US
Remote
Full-time

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... Show more

 • Promoted

Financial Analyst

NewVista Behavioral HealthCincinnati, OH, United States
$21.50 hourly
Full-time

New Vista Healthcare is currently recruiting a Financial Analyst to join the Revenue Cycle team at our home office in Blue Ash, OH.The Finance Analyst is responsible for providing financial insight... Show more

Financial Representative

Western & Southern LifeCincinnati, OH, United States
Full-time

The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recomme... Show more

Financial Analyst

Ackermann GroupCincinnati, OH, United States
Full-time

Since 1938, the Ackermann Group has a long history in real estate development and property management that has continued to grow and thrive in the Midwest region.Our guiding principles of collabora... Show more

Financial Analyst

CBTSCincinnati, OH, United States
$55,000.00 yearly
Full-time

CBTS serves enterprise and midmarket clients in all industries across the United States and Canada.CBTS combines deep technical expertise with a full suite of flexible technology solutions--includi... Show more

Experienced Financial Advisor - Independent Platform (Ohio)

WealthBridge Financial GroupCincinnati, OH, US
Full-time
Quick Apply

WealthBridge Financial Group is seeking a results-oriented Experienced Financial Advisor to join our team.In this position, you will engage with clients to understand their financial objectives and... Show more

Remote Personal Financial Advisor (Private Wealth)

Micro1Reading, Ohio, US
$80.00 hourly
Remote
Full-time

Personal Financial Advisor (Private Wealth).Certified Financial Advisor (CFA).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowl... Show more

 • Promoted

Financial Advisor - Retirement Plans

CAPTRUSTCincinnati, OH, United States
$100,000.00 yearly
Full-time

Join Our Team as a Retirement Plan Financial Advisor at CAPTRUST!.Are you ready to make a significant impact in the financial services industry? CAPTRUST is seeking engaging Financial Advisors to e... Show more

Remote Personal Financial Advisor (Private Wealth)

Micro1Erlanger, Kentucky, US
$80.00 hourly
Remote
Full-time

Personal Financial Advisor (Private Wealth).Certified Financial Advisor (CFA).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowl... Show more

 • Promoted

Senior Financial Analyst/Specialist - Financial Division

Great American Insurance GroupCincinnati, OH, United States
Full-time +1

Senior Financial Analyst/Specialist.Working for a leader in the insurance industry means opportunity for you.Great American Insurance Group's member companies are subsidiaries of American Financial... Show more

Financial Advisor

Northwestern Mutual Life Insurance CompanyCincinnati, OH, United States
$61,000.00 yearly
Full-time

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... Show more

Financial Advisor - Rooted Financial Advisors | Cincinnati, OH

Thrivent Financial for LutheransCincinnati, OH, United States
Full-time

Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make... Show more

Remote Financial Advisor (CFA or CFP)

Micro1Fort Thomas, Kentucky, US
Remote
Full-time

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... Show more

 • Promoted

Remote Personal Financial Advisor (Private Wealth)

Micro1Newport, Kentucky, US
$80.00 hourly
Remote
Full-time

Personal Financial Advisor (Private Wealth).Certified Financial Advisor (CFA).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowl... Show more

 • Promoted
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Remote Financial Advisor (CFA or CFP)

Remote Financial Advisor (CFA or CFP)

Micro1Cincinnati, Ohio, US
26 days ago
Job type
  • Full-time
  • Remote
Job description
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.