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

Remote Financial Advisor (CFA or CFP)

Micro1 • Fuller Heights, 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) • Fuller Heights, Florida, US

Similar jobs

Financial Advisor

Northwestern MutualLakeland, 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

Financial Advisor

Northwestern Mutual Life Insurance CompanyLakeland, 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

Universal Banker - Foxwood

SunTrust Investment Services, Inc.Lakeland, FL, United States
Full-time +2

Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.Deliver superior quality service, identifying a... Show more

 • Promoted

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

Professional CareersBartow, Florida
$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

 • Promoted

Financial Consultant, Truist Investment Services, Lakeland, FL

TruistLakeland, FL, United States
Full-time

Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospecti... Show more

 • Promoted

Remote Job $3,000/study - Hiring Focus Group Panelists

MaxionLakeland, FL, US
Remote
Full-time +2

Want to make extra money on YOUR schedule? Join our exclusive list of research study participants and .Perfect for anyone seeking remote, part-time, or temporary work, these opportunities require .... Show more

 • Promoted

Merrill Advisor Development Program - Financial Advisor: Tampa Market

Bank of AmericaLakeland, FL, United States
Temporary

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

 • Promoted

Financial Solutions Advisor - Lakeland FL

Bank of AmericaLakeland, FL, United States
Full-time

Bank of America Financial Advisor.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth is how we run ou... Show more

 • Promoted

Financial Advisor - Lakeland, FL

TD BankLakeland, FL, United States
Full-time

Work Location: Lakeland, Florida, United States of America.Pay Details: $72,280 - $108,160 USD.TD is committed to providing fair and equitable compensation opportunities to all colleagues.Growth op... Show more

 • Promoted

Financial Consultant, Truist Investment Services, Lakeland, FL

SunTrust Investment Services, Inc.Lakeland, FL, United States
Full-time +2

Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospecti... Show more

 • Promoted

Senior Home Lending Advisor, Orlando South

ChaseLakeland, FL, United States
Full-time

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your cu... Show more

 • Promoted

Mortgage Loan Advisor

Publix Employee Federal Credit UnionLakeland, FL, United States
Full-time

Publix Employees Federal Credit Union (PEFCU) was established over 60 years ago to provide financial services with lifetime value to Publix Super Markets, Inc.The Mortgage Loan Advisor will initiat... Show more

 • Promoted

Senior Home Lending Advisor, Orlando South

JPMorgan ChaseLakeland, FL, United States
Full-time

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your cu... Show more

 • Promoted

Manager, Financial Planning and Analysis

WellDyneLakeland, FL, United States
Full-time

Financial Planning And Analysis (Fpa) Position.At our company, we move fast, adapt quickly, and turn challenges into opportunitiesall while keeping quality at the heart of everything we do.We belie... Show more

 • Promoted

Financial Analyst

Insurance Office of AmericaMulberry, 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

Chief Financial Officer (CFO), Administration

ConfidentialPlant City, FL, United States
Full-time

Chief Financial Officer (CFO), Administration.Dynamic educational institution providing accessible & affordable college courses.The Company is seeking a Chief Financial Officer (CFO) and Vice Presi... Show more

 • Promoted

Senior Financial Reporting Accountant - Lakeland

Publix Super MarketsLakeland, FL, United States
Full-time

Senior Financial Reporting Accountant - Lakeland.Our Business Analysis & Reporting department is looking for a Senior Financial Reporting Accountant to provide accounting and analytical support for... Show more

 • Promoted

Senior Advisor

Treasury DepartmentLakeland, 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

Volunteer Financial Assistant

LifeWise AcademyBartow, FL, United States
Full-time

As the Program Financial Assistant, you will assist the Program Director with managing and maintaining financial records for the LifeWise program.Prepare and maintain an annual budget.Log donations... Show more

 • Promoted

Premier Advisor - Lakeland, FL

SunTrust Investment Services, Inc.Lakeland, FL, United States
Full-time

Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint.Utilize objective and s... Show more