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Financial advisor trainee Jobs in Fishers, IN

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Financial advisor trainee • fishers in

Last updated: 18 hours ago

Remote Personal Financial Advisor (Private Wealth)

Micro1Lawrence, Indiana, 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

Branch Manager Trainee

Western Pest ServicesCarmel, IN, United States
Full-time

We're the Industry Leader Because of Leaders Like You.When you're an Orkin Branch Manager, you're the leader cultivating a team to deliver top-notch service from the industry leader with more than ... Show more

Branch Manager Trainee

Critter ControlCarmel, IN, United States
Full-time

We're the Industry Leader Because of Leaders Like You.When you're an Orkin Branch Manager, you're the leader cultivating a team to deliver top-notch service from the industry leader with more than ... Show more

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Carmel, IN

Bank of AmericaCarmel, IN, United States
Full-time

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

Remote Financial Advisor (CFA or CFP)

Micro1McCordsville, Indiana, 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

Shift Manager Trainee

McDonald'sCarmel, IN, United States
Full-time

I want a satisfying career with good benefits and great opportunities for advancement.I have a lot to offer and I want to grow.The Job for Me Get a job that inspires your best and moves you forwar... Show more

Financial Advisor - Indianapolis and surrounding area

Thrivent Financial for LutheransFishers, IN, 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 Personal Financial Advisor (Private Wealth)

Micro1Westfield, Indiana, 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

Financial Advisor

Valeo Financial Advisors LLCCarmel, IN, United States
Full-time

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets under management, and is rapidly growing and expanding.We provide comprehensive, independent financ... Show more

Financial Advisor

Northwestern Mutual Life Insurance CompanyCarmel, IN, 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

Retirement Planner/Financial Advisor

Golden ReserveCarmel, IN, United States
Full-time

Golden Reserve is looking for an experienced financial sales professional.This role will be responsible for conducting client meetings and upholding Golden Reserve's processes and standards at the ... Show more

Financial Advisor - PNC Wealth Management

PNC Investments LLCFishers , IN
Full-time +1

Consults on investment and insurance strategies, as well as the development of financial plans for clients.Grows and retains an investment and insurance book of business.Owns the client experience,... Show more

PHARMACY/TECH TRAINEE

KrogerCarmel, IN, US
Part-time

Be a part of a team of pharmacists and pharmacy technicians working in a highly automated distribution center pharmacy that supports Kroger store pharmacies.Includes preparing orders for pharmacist... Show more

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Service Advisor

Volkswagen - Tom Wood of NoblesvilleNoblesville, IN, US
Full-time

Join a Premier Automotive Team.Tom Wood Volkswagen Noblesville is seeking a.This role requires a blend of technical knowledge, strong communication skills, and a commitment to excellence that align... Show more

Service Advisor

Ed Martin Buick GMCCarmel, IN, US
Full-time

Service Advisor – Top Pay, Top Store, Top Opportunity.Join One of Indiana's Premier Buick GMC Dealerships.Are you motivated by helping customers, solving problems, and earning exceptional income? D... Show more

Financial Advisor

Northwestern MutualCarmel, IN, United States
$61,000.00 yearly
Full-time

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... Show more

Institutional Advisor

Goelzer Investment ManagementCarmel, IN, United States
Full-time

The Institutional Consultant provides investment advisory services to institutional clients, with a primary focus on nonprofit organizations such as foundations and endowments, as well as a select ... Show more

Wealth Advisor

Goelzer Investment Management, IncCarmel, IN, US
Full-time

We are seeking an experienced and relationship‑driven.This role blends strategic financial planning, investment management, and deep personal engagement to help clients preserve, grow, and transfer... Show more

Manager Trainee

MenardsCARMEL, IN, US
Full-time

Exclusive Discounts for gyms, car dealerships, cell phone plans, and more!.Medical Insurance and Dental Plans.Start Building your Career with Menards Today!.Are you looking to start an exciting and... Show more

Branch Manager Trainee

HomeTeam Pest DefenseCarmel, IN, United States
Full-time

We're the Industry Leader Because of Leaders Like You.When you're an Orkin Branch Manager, you're the leader cultivating a team to deliver top-notch service from the industry leader with more than ... Show more

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The cities near Fishers, IN that boast the highest number of financial advisor trainee jobs are:
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Remote Personal Financial Advisor (Private Wealth)

Remote Personal Financial Advisor (Private Wealth)

Micro1Lawrence, Indiana, US
30+ 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.