Talent.com
Micro1
Remote Financial Advisor (CFA or CFP)Micro1 • Pasadena Hills, Florida, US
Remote Financial Advisor (CFA or CFP)

Remote Financial Advisor (CFA or CFP)

Micro1 • Pasadena Hills, Florida, US
30+ days ago
Salary
$80.00 hourly
Job type
  • Full-time
  • Remote
Job description
Financial Advisor (CFA or CFP) $80 - $110/hourpay

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.
Create a job alert for this search

Remote Financial Advisor (CFA or CFP) • Pasadena Hills, Florida, US

Similar jobs

Sr. Financial Planning Strategist

OsaicSaint Petersburg, FL, United States
Full-time

Senior Financial Planning Strategist.Senior Advanced Financial Planning Opportunity in Financial Services.Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339.La Vista:12325 Port Grace Bl... Show more

 • Promoted

Fixed Income Strategist

Raymond James FinancialSaint Petersburg, FL, United States
Full-time

The Fixed Income Solutions team supports financial advisors by providing specialized fixed income expertise from the home office.As a Strategist on the Fixed Income Solutions team, you will support... Show more

 • Promoted

VP, Advisor Engagement

OsaicSaint Petersburg, FL, United States
Full-time

Relationship Leader Opportunity in Financial Services.Vice President, Relationship Management.Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339.La Vista: 12325 Port Grace Blvd, La Vist... Show more

 • Promoted

Senior Advisor

Treasury DepartmentSaint Petersburg, FL, United States
Full-time

The following are the duties of this position at the full working level.If this vacancy includes more than one grade and you are selected at a lower grade level, you will have the opportunity to le... Show more

 • Promoted

Financial Analyst

Insurance Office of AmericaTreasure Island, FL, US
$65,000.00 yearly
Full-time

Must have 2+ years of financial related experience.Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-... Show more

AVP, Financial Planning Experience

OsaicSaint Petersburg, FL, United States
Full-time

AVP, Financial Planning Experience.Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339.Berwyn: 850 Cassett Road, 100 Berwyn Park Suite 200, Berwyn, PA 19312.La Vista:12325 Port Grace Blv... Show more

 • Promoted

Financial Advisor - Tampa/St. Petersburg, FL

Thrivent Financial for LutheransSaint Petersburg, FL, 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

 • Promoted

Financial Analyst

LennarSaint Petersburg, FL, United States
Full-time

Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality home... Show more

 • Promoted

Supervisory Financial Assistance Specialist

NOAA: National Oceanic & Atmospheric AdministrationSaint Petersburg, FL, United States
Full-time

Supervisory Financial Assistance Specialist.As a Supervisory Financial Assistance Specialist, you will perform the following duties:.Direct Financial Services Division (FSD) programs, including the... Show more

 • Promoted

Financial Advisor

Regions FinancialSaint Petersburg, FL, United States
Full-time

Thank you for your interest in a career at Regions.At Regions, we believe associates deserve more than just a job.We believe in offering performance-driven individuals a place where they can build ... Show more

 • Promoted

Supervisory Financial Assistance Specialist

US Government JobsSaint Petersburg, FL, United States
Full-time

This position is located in the National Oceanic and Atmospheric Administration (NOAA), National Marine Fisheries Service (NMFS), with vacancies in Anchorage, AK; Juneau, AK; Long Beach, CA; Sacram... Show more

 • Promoted

Supervisory Financial Assistance Specialist

U.S. Department of CommerceSaint Petersburg, FL, United States
Full-time

Supervisory Financial Assistance Specialist.As a Supervisory Financial Assistance Specialist, you will perform the following duties:.Direct Financial Services Division (FSD) programs, including the... Show more

 • Promoted

Financial Advisor - St Pete

Synovus FinancialSaint Petersburg, FL, United States
Full-time

Professional And Executive Banker.Responsible for the management of a portfolio of professional and executive accounts and the development of new professional and executive banking relationships.Cl... Show more

 • Promoted

Advisory Consultant

Raymond James FinancialSaint Petersburg, FL, United States
Full-time

This position will follow our hybrid work model; we expect the selected candidate to work 3 days a week at our Saint Petersburg, FL, corporate office.Under general direction, uses specialized knowl... Show more

 • Promoted

Patient Financial Navigator

Florida Cancer SpecialistsSaint Petersburg, FL, United States
Full-time

Why Join FcsAt Florida Cancer Specialists & Research Institute, we believe our people are our strength and we invest in them.In addition to having a positive impact on the people and communitie... Show more

 • Promoted

Financial Planning Consultant II

Raymond James FinancialSaint Petersburg, FL, United States
Full-time

Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to consult with Financial Advisors (FAs) and their clients regardi... Show more

 • Promoted

Sr. Financial Controls Specialist

JabilSaint Petersburg, FL, United States
Full-time

Senior Financial Controls Associate.At Jabil, we are proud to be a trusted partner for the world's top brands, offering comprehensive engineering, supply chain, and manufacturing solutions.With 60 ... Show more

 • Promoted

Financial Analyst II

General DynamicsSaint Petersburg, FL, United States
Full-time

Performs economic research and studies of rates of return, depreciation and investments | Analyzes profit-and-loss income statements and prepares reports and recommendations to management | Generat... Show more

 • Promoted

Financial Advisor

Northwestern Mutual Life Insurance CompanySaint Petersburg, FL, United States
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

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor - St Petersburg, FL

JPMorgan ChaseSaint Petersburg, FL, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more