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Financial advisor Jobs in McKinney, TX

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Financial advisor • mckinney tx

Last updated: 15 hours ago

Remote Personal Financial Advisor (Private Wealth)

Micro1McKinney, Texas, 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

Remote Financial Analyst

Micro1Prosper, Texas, US
Remote
Full-time +1

Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more

Automotive Service Advisor

Drivers EdgeMckinney, TX, United States
Full-time

Turn Great Customer Service Into a High-Impact Career.If you are passionate about providing exceptional customer service and have a strong interest in the automotive industry, we encourage you to a... Show more

Remote Financial Advisor (CFA or CFP)

Micro1Prosper, Texas, 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

Senior Financial Analyst

Lewis & Ellis Inc.Allen, TX, USA
Full-time
Quick Apply

We are seeking a highly analytical and business-oriented Senior Financial Analyst to support a dynamic professional services organization with multiple profit centers and a operating model where ou... Show more

Financial Counselor

Baylor University Medical CenterMckinney, TX, United States
Full-time

Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities.Baylor Scott and White is the largest not-for-profit healthcare system in Texas that empo... Show more

Financial Professional / Advisor

New York LifeProsper, Texas, United States
$60,000.00 yearly
Full-time

New York Life Accelerated Path to Management Program.Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you ... Show more

Merrill Advisor Development Program - Financial Advisor: Greater Dallas Market

Bank of AmericaMckinney, TX, United States
Temporary

Merrill Wealth Management Financial Advisor.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and i... Show more

 • New!

Energy Solutions Advisor

Navigate Power & Verde SolutionsAllen, Texas, US
$50,000.00 yearly
Remote
Full-time
Quick Apply

Are you driven by the thrill of closing deals and passionate about helping businesses thrive through cutting-edge energy solutions? Join.As part of our team, you’ll empower clients to reduce their ... Show more

Automotive Service Advisor

Driver's Edge Auto RepairMcKinney, TX, US
$45,000.00 yearly
Full-time

Overview: Drivers Edge | Dallas–Fort Worth Area Turn Great Customer Service Into a High-Impact Career If you enjoy helping people, building trust with customers, and working in a fast-paced environ... Show more

Program Financial Analyst

RaytheonMckinney, TX, United States
$68,900.00 yearly
Full-time

Lead and support the monthly financial planning, forecasting, and close process (RPLAN), ensuring accuracy, consistency, and alignment to program execution.Drive development of Quarterly Estimate a... Show more

Remote Financial Analyst

Micro1Princeton, Texas, US
Remote
Full-time +1

Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more

Remote Financial Analyst

Micro1Fairview, Texas, US
Remote
Full-time +1

Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more

Remote Financial Advisor (CFA or CFP)

Micro1Allen, Texas, 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

Service Advisor

Hendrick Automotive Group CorporateMcKinney, TX, US
Full-time

Honda Cars of McKinney Location: 601 S.Central Expressway, McKinney, Texas 75070 Summary: Responsible for selling, identifying and documenting service, maintenance, and repair service for customers... Show more

 • Promoted

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

Professional CareersFairview, Texas
$50,000.00 yearly
Remote
Full-time +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... Show more

 • Promoted

Program Financial Analyst

RTXMckinney, TX, United States
$68,900.00 yearly
Full-time

At RTX, the world's largest aerospace and defense company, 185,000 great minds are united by purpose and inspired to make a difference solving the world's most complex problems.With our three marke... Show more

Remote Financial Analyst

Micro1McKinney, Texas, US
Remote
Full-time +1

Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more

People also ask
Remote Personal Financial Advisor (Private Wealth)

Remote Personal Financial Advisor (Private Wealth)

Micro1McKinney, Texas, US
29 days ago
Salary
$80.00 hourly
Job type
  • Full-time
  • Remote
Job description
Personal Financial Advisor (Private Wealth)$80 - $110/hourpay

Required Skills

financial planninginvestment managementretirement planningtax-aware strategiesclient relationship managementcommunicationregulatory compliancehigh-net-worth client advisingjudgment and decision-makingcertified 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.