Talent.com
Micro1
Remote Financial Advisor (CFA or CFP)Micro1 • Waynesboro, Pennsylvania, US
No longer accepting applications
Remote Financial Advisor (CFA or CFP)

Remote Financial Advisor (CFA or CFP)

Micro1 • Waynesboro, Pennsylvania, 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 planning

budgeting

retirement planning

debt management

risk management

cfp certification

compliance

written communication

verbal communication

client relationship management

financial problem-solving

fiduciary standard

holistic financial coaching

mentoring

workflow/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) • Waynesboro, Pennsylvania, US

Similar jobs

Flexible Remote Work – Get Paid to Share Your Opinions on Top Brands

OCPAShepherdstown, West Virginia, us
$25.00 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

 • Promoted

Floating Bank Teller

F&M TrustGreencastle, PA, United States
Full-time

Floating Bank TellerF&M Trust is looking to hire a Financial Services Representative (FSR) to service current and new customers of the bank.This individual will provide exceptional customer ser... Show more

 • Promoted

Drive with DoorDash - Onboarding / Onboard

DoorDashLovettsville, VA, United States

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety o... Show more

 • Promoted

Personal Care Aide - (FT AND PT) - Starting at $16.50-18.50/hr

Providence Place Senior LivingChambersburg, PA, United States
Full-time +1

Providence Place of Chambersburg is seeking to recruit compassionate individuals who want to make a difference.Caregivers assist the elderly residents of Providence Place Senior Living as a caregiv... Show more

 • Promoted

Room Attendant (AM, Aftn, PM, Wknd shifts available)

Hyatt HotelsHagerstown, MD, United States
Full-time

Being part of Hyatt means always having space to be you.They are passionate about diversity, equity and inclusion.Their global teams are a mosaic of cultures, ethnicities, genders, ages, abilities ... Show more

 • Promoted

Financial Services Position - State Farm Agent Team Member

State FarmGreencastle, PA, United States
Full-time

Position OverviewDo you have aspirations to run your own business? If so, you may want to consider working in the office of Steve Smeltz - State Farm Agent.As a member of our agency team, you have ... Show more

 • Promoted

Online Remote Work

Online Consumer Panels AmericaChambersburg, Pennsylvania, US
$25.00 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

 • Promoted

Physical Therapist

Drayer Physical Therapy InstituteChambersburg, PA, United States
Full-time +1

Chambersburg, PA - $ 15,000 Sign On Bonus.Build Your Outpatient Physical Therapy Career with us! At Drayer Physical Therapist, part of the Upstream Rehabilitation network, you can focus on patient ... Show more

 • Promoted

Private Caregiver

AccentCareChambersburg, PA, United States
Full-time

Bringing passion and purpose to all we do and changing lives while we do it.At AccentCare, our caregivers are the heart of what we do.Every day, you have the opportunity to make a real difference i... Show more

 • Promoted

Board Certified Behavior Analyst (BCBA) - Remote / In-Person

Able Minds ABAHagerstown, MD, United States
Remote
Full-time +1

Board Certified Behavior Analyst (BCBA)Location :In Person / RemoteJob Type :Full-Time or Part-TimeCompensation :$90.Join the Team at Able Minds ABA.Live near Hagerstown and want to make a differen... Show more

 • Promoted

Remote Consumer Insights Participant

GL IncHalfway, Maryland
$15.00 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

 • Promoted

Certified Occupational Therapy Assistant - PRN

AdvantageChambersburg, PA, United States
Full-time

Certified Occupational Therapy Assistant (COTA) - PRN- Home Health Care.Advantage Home Health is seeking a compassionate and dedicated Certified Occupational Therapy Assistant (COTA) to join our gr... Show more

 • Promoted

Insurance Agent - Chambersburg, PA

Horace MannChambersburg, PA, United States
Full-time

Insurance Agent - Chambersburg, PA.Join Horace Mann and Unlock Your Financial Potential.Ready to take control of your financial future? At Horace Mann, we are here to support you in achieving your ... Show more

 • Promoted

Internal Revenue Agent

Treasury DepartmentHagerstown, MD, United States
Full-time

This is the job title provided above.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... Show more

 • Promoted

Senior Accountant

FiservHagerstown, MD, United States
Full-time

Calling all innovators find your future at Fiserv.We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world.We connect financial instit... Show more

 • Promoted

Director, Credit & Collections - Corporate - Remote

Canam Steel CorporationPoint Of Rocks, MD, United States
Remote
Full-time

Back Director, Credit & Collections #CS-780 Remote, United States Apply X Facebook LinkedIn Email Copy Career Description Seeking a Director, Credit and Collections to join our team in Point of... Show more

 • Promoted

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

Great LionChambersburg, Pennsylvania
$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

 • Promoted

PT Sales Associate Cashier

Food LionShepherdstown, WV, United States
Full-time

Food Lion has been providing an easy, fresh and affordable shopping experience to the communities we serve since 1957. Show more

 • Promoted

Organizational Development Partner

Horizon Farm CreditChambersburg, PA, United States
Full-time

Organizational Development Partner.Shape the future of our organization by driving culture, leadership excellence, and talent strategies that empower employees, strengthen succession pipelines, and... Show more

 • Promoted

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

Professional CareersHalfway, Maryland
$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