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Last updated: 1 day ago

Remote Personal Financial Advisor (Private Wealth)

Micro1Addison, 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

 • Promoted

Senior Software Product Engineer,.NET, Azure, AI

Wolters KluwerTX, Coppell, USA
Full-time

Wolters Kluwer, Finance and Corporate Compliance division offers our "Wiz" products which are a suite of compliance and data analytics software for financial institutions, focusing on lending regul... Show more

SQL Developer

HumCap, Inc.Coppell, TX, USA
Full-time

HumCap's client is currently seeking an SQL Developer that will be involved in full-stack software development, managing the complete lifecycle of applications and platforms.The role also includes ... Show more

.Net Developer

TEKsystemsCarrollton, Texas, United States
Full-time

Description:* *TEKsystems is looking for a developer to help one of our clients in Portland or Dallas.This is a contract role but great opportunity to grow within a company going to the cloud.Portl... Show more

Remote Personal Financial Advisor (Private Wealth)

Micro1The Colony, 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

 • Promoted

Lead.Net Developer

ITMC Systems, IncCoppell, TX, United States
Full-time
Quick Apply

NET Developer</b></p> <p><b>Job Location : Coppell, TX (Hybrid Onsite)</b></p> <p><b>Job Type : Contract Position</b></p> <p> <... Show more

Golang Developer

Bright Vision TechnologiesLas Colinas, TX, US
$100,000.00 yearly
Full-time
Quick Apply

Bright Vision Technologies is a forward-thinking software development company dedicated to building innovative solutions that help businesses automate and optimize their operations.We leverage cutt... Show more

NET Developer

Staffingine LLCCoppell, TX, United States
Full-time
Quick Apply

Job Title: </b><b>Senior.NET Developer<br /> Job Location: Coppell, TX<br /> Job Type: Contract</b></p> <p style="margin-bottom:13px"><b>Jo... Show more

Remote Software Developer $60 - $120/hourpay

Micro1The Colony, Texas, US
$60.00 hourly
Remote
Full-time

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.AI... Show more

 • Promoted

AI Developer

E-Solutions INCAddison, TX, United States
Full-time +1
Quick Apply

Position: AI Developer<br /> Location: Addison, TX/Charlotte, NC (5 Days Onsite in a week)</b></p> <p><b>Type/Duration: Full time/Permanent</b></p> <p&g... Show more

Remote Personal Financial Advisor (Private Wealth)

Micro1Farmers Branch, 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

 • Promoted

Lead.NET Developer

Delan Associates, IncCoppell, Texas, United States
Full-time

Interview Process: Face-to-Face Client Interview. Show more

Technical Developer (Manhattan)

Two95 International Inc.Coppell, TX, US
Full-time
Quick Apply

Title: Technical Developer (Manhattan).Key skills required for the job are:.JDA - MS SQL Server, MOCA, RPWriter Report Designer and any other Reporting Tool, DDA, Integrator, C, C#, Java, Groovy, J... Show more

CDL class A driver: UP TO $3,500 NET WEEKLY

Kings Road IncLewisville, TX, US
Full-time
Quick Apply

CDL-A TEAM DRIVERS WANTED – UP TO $4,500/WEEK PER DRIVER.Kings Road Inc is hiring professional CDL-A Team Drivers.Applying solo? We'll match you quickly.Steady freight & consistent miles.Co... Show more

Senior Software Developer

LanveraCoppell, TX, USA
Full-time
Quick Apply

As a Senior Software Developer, you will play a crucial role in developing enterprise-level software applications in the Microsoft.You will be a key team member supporting the delivery of Lanvera's... Show more

Salesforce Developer

BC ForwardAddison, TX, US
Full-time

Job Title: Salesforce Developer Location: Addison, TX (onsite 3 days/week) Duration: Contract - 12 months Pay Range: $68.W2) Job ID: 406550 About BCforward BCforward is a leading global IT consulti... Show more

 • Promoted

Remote Software Developer $60 - $120/hourpay

Micro1Carrollton, Texas, US
$60.00 hourly
Remote
Full-time

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.AI... Show more

 • Promoted

SQL Developer

HumCapCoppell, TX, US
Full-time
Quick Apply

HumCap's client is currently seeking an SQL Developer that will be involved in full-stack software development, managing the complete lifecycle of applications and platforms.The role also&nbsp... Show more

.NET FullStack Developer

TMSCoppell, TX, United States
Full-time
Quick Apply

NET Developer (Full Stack)</b></p> <p><b>Duration: 12+ Months</b></p> <p><b>Location: Coppell, TX (3 days a week Onsite) </b></p> <p... Show more

Sr..NET Developer (AI Integration)

OnebridgeCoppell, Texas, United States
Full-time

Onebridge, a Marlabs Company, is a global AI and Data Analytics Consulting Firm that empowers organizations worldwide to drive better outcomes through data and technology.Since 2005, we have partne... Show more

People also ask
Remote Personal Financial Advisor (Private Wealth)

Remote Personal Financial Advisor (Private Wealth)

Micro1Addison, Texas, US
24 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.