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Financial aid advisor Jobs in Waterbury, CT

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Financial aid advisor • waterbury ct

Last updated: 1 day ago

Remote Financial Advisor (CFA or CFP)

Micro1Waterbury, Connecticut, 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

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Vetco Clinic Advisor

Petco Health and WellnessPlantsville, CT, United States
Full-time

Vetco Customer Service Team Member.Create a healthier, brighter future for pets, pet parents and people!.If you want to make a real difference, create an exciting career path, feel welcome to be yo... Show more

Sales Executive - Financial Services

010 TOPPAN MERRILL LLCCT, US
$120,000.00 yearly
Remote
Full-time

Toppan Merrill is a global technology leader committed to simplifying the complexity of regulatory disclosure and communications.Our industry leading technology is backed by what we are best known ... Show more

Remote Financial Analyst

Micro1Waterbury, Connecticut, 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

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Training and Compliance Instructor - First Aid and Safety

CintasWaterbury, CT, United States
Full-time

Training and Compliance Instructor - First Aid and Safety.Location: Waterbury, CT, US, 06705 Requisition Number: 229762.Cintas is seeking a Training and Compliance Instructor - First Aid and Safety... Show more

Experienced Service Advisor

Blasius Auto GroupWatertown, CT, United States
Full-time

Join One of the Fastest Growing Service Teams in Connecticut.Blasius KIA is actively seeking a high-performing, experienced Service Advisor who thrives in a fast-paced, high-volume environment and ... Show more

Customer Accounts Advisor (CAA)

Aaron's Family of CompaniesWaterbury, CT
$18.00 hourly
Part-time

Customer Accounts Advisor (CAA).A Customer Account Advisor plays a key role in assisting the Customer Accounts Department with lease agreement renewals.In this role you will also support the overal... Show more

Senior Financial Analyst

ISI Design and Installation Solutions, INC.Remote Connecticut
$120,000.00 yearly
Remote
Full-time

Looking to build your career and design your future? You have come to the right place.The Senior Financial Analyst provides financial analysis and guidance to the finance and operations teams of th... Show more

Remote Financial Analyst

Micro1Naugatuck, Connecticut, 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

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Homebased Travel Advisor

Affinity TravelsWaterbury, CT, United States
Full-time

Waterbury, Connecticut, United States.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 Advi... Show more

Financial Planning & Analysis Manager

Drew MarineWaterbury, CT, United States
Full-time

Drew Marine is a global leader providing technical solutions and services to the marine industry with a comprehensive line of advanced marine chemicals, and equipment.Supported by a worldwide netwo... Show more

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

Great LionWaterbury, Connecticut
$45.00 hourly
Remote
Part-time +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... Show more

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Experienced Financial Advisor (With Own Book of Business)

Centurion Holdings LLCCheshire, CT, US
Full-time
Quick Apply

About the Role Centurion Wealth Management is seeking an experienced Financial Advisor with an established book of business to join our firm.This is an opportunity to take your practice to the next... Show more

Corporate Financial Analyst

Marsh McLennanRemote, Connecticut, United States
Remote
Full-time

Lead the preparation of annual budgets and monthly forecasts of all MMA National departments.Prepare and distribute monthly financial performance materials to MMA National stakeholders.Analyze vari... Show more

Remote Personal Financial Advisor (Private Wealth)

Micro1Oakville, Connecticut, 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

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Hospice Aid

Affinity Health ManagementWaterbury, CT, United States
Full-time

The hospice aide works under the supervision of a registered nurse and performs various tasks as assigned in accordance with the patients plan of care to meet the patient's personal needs and to pr... Show more

Medical Billing and Coding - Entry Level Training Program

Dreambound Inc.Watertown, Connecticut, United States
Full-time

Note : This is an educational program, not a job.Successful completion of the program does not guarantee employment but will equip you with valuable skills for the healthcare job market.Looking to ... Show more

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Beauty Advisor

Ulta Beauty, Inc.Waterbury, Connecticut, United States
$16.94 hourly
Full-time +1

A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiences—for true beauty enthusiasts.At Ulta Beauty, we’re transforming the world one shade, one lash... Show more

VP, Financial Advisor

Ion BankWatertown, CT, United States
Full-time

Location: Watertown, CT 06795, USA.Job Type: Commission, Full-Time.At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our... Show more

Admissions Advisor - Online

Post UniversityWaterbury, CT, United States
$21.64 hourly
Full-time

Post University Undergraduate Admissions Advisor Online.Post University is a thriving organization with an unfolding, amazing success story centered on one mission changing the lives of its stude... Show more

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The cities near Waterbury, CT that boast the highest number of financial aid advisor jobs are:
Remote Financial Advisor (CFA or CFP)

Remote Financial Advisor (CFA or CFP)

Micro1Waterbury, Connecticut, US
30+ 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.