Talent.com
Micro1
Remote Personal Financial Advisor (Private Wealth)Micro1 • Waynesboro, Virginia, US
Remote Personal Financial Advisor (Private Wealth)

Remote Personal Financial Advisor (Private Wealth)

Micro1 • Waynesboro, Virginia, US
30+ 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.

Create a job alert for this search

Remote Personal Financial Advisor (Private Wealth) • Waynesboro, Virginia, US

Similar jobs

Personal Banker Skyline District

Wells FargoWaynesboro, VA, United States
Full-time

Why Wells Fargo: Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communi... Show more

 • Promoted

Online Survey Participant: Work Remote and Earn Up To $25 Per Survey

Earn HausStaunton, VA, US
Remote
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Earn $60K–$160K While Helping a Family Grow

Roots SurrogacyMassanetta Springs, VA, US
Full-time

Looking for a meaningful way to earn significant income while doing something truly impactful?.Surrogacy with Roots offers one of the most supported and well-compensated journeys available.Base com... Show more

 • Promoted

Real Estate Sales Agent

Weichert, RealtorsHarrisonburg, VA, United States
Full-time

Are you a competitive, results-driven sales professional looking to build a high-earning career in real estate? Our local Weichert franchised company is seeking motivated Real Estate Sales Agents t... Show more

 • Promoted

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

Professional CareersWaynesboro, Virginia
$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

Principal Philanthropic Advisor

James Madison UniversityHarrisonburg, VA, United States
Full-time

Principal Philanthropic Advisor.James Madison University (JMU) seeks a successful professional to join the Principal Giving team.President Jim Schmidt and university leadership have developed a bol... Show more

 • Promoted

Financial Consultant

Everence FinancialHarrisonburg, VA, United States
Full-time

Responsible for providing financial advice to clients to help them achieve their financial goals.Helping people to integrate their faith and finances through their investment, insurance, banking, a... Show more

 • Promoted

Earn Side Money at Home Testing Products

Product Review JobsTYRO, VA, United States
Full-time

Compensation: Varies per assignment.Location: Remote (USA) Company: ProductReviewJobs Thank you for your interest in becoming a Paid Product Tester.This opportunity is for completing market res... Show more

 • Promoted

Remote Job $790/wk - Hiring Focus Group Panelists

MaxionStuarts Draft, VA, 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

Work From Home

Remote JobsArrington, VA
Remote
Full-time

Remote Jobs are now available in your area.This position is a work from home position.You will not need to come into the office.Benefits: Health Insurance, 401K, Vacation& PTO.Apply now! Work f... Show more

 • Promoted

Roving Personal Banker Skyline District

Wells FargoWaynesboro, VA, United States
Full-time

Why Wells Fargo: Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communi... Show more

 • Promoted

Project Accountant - Real Estate and Development (REMOTE)

Cordia Resources by Cherry BekaertGreenway, VA, United States
Remote
Permanent

Project Accountant - (Remote)About the RoleA growing real estate development and investment firm is seeking a Project Accountant to support its expanding portfolio of multifamily development and co... Show more

 • Promoted

Flexible remote AI work. Your schedule. Paid weekly, straight to your bank account.

Meridian.aiWaynesboro, VA, US
Remote
Full-time

Review and label digital content including text, images, and documents.Every task you complete helps improve how technology interprets information and performs in practical settings.Detail-oriented... Show more

 • Promoted

Become a Surrogate, give the miracle of life, and earn up to $115,000 from home!

Giving Tree SurrogacyAmherst, VA, US
Full-time +1

We are looking for a passionate individual with a sense of responsibility and willingness to help create families to join us as a surrogate.In this role, you will be instrumental in supporting indi... Show more

 • Promoted

Financial Advisor

United BanksharesHarrisonburg, VA, United States
Full-time

The Financial Advisor works in concert with the retail branch banking system in a geographically defined territory to provide comprehensive investment and insurance solutions for United Bank custom... Show more

 • Promoted

Remote Online Survey Taker – Earn Up to $25 Per Survey

Earn HausHarrisonburg, VA, US
Remote
Full-time +1

We are urgently looking for people interested in taking online surveys for Fortune 500 brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Earn up... Show more

 • Promoted

A Calling Like No Other

U.S. Marine CorpsArrington, VA, US
Full-time

Those who put others before themselves.Who can rise up in the face of danger.This country we call home has been our haven of safety for 250 years.And it's up to us to keep it that way.There's a goo... Show more

 • Promoted

Remote Product Tester - Flexible Studies

BuzzTestersMonroe, VA
Remote
Full-time

Earn up to $400/week, depending on the number and type of studies you complete.Share honest feedback on products and services from independent brands.Assignments include short online surveys (10–20... Show more

 • Promoted

Accountant (Remote)

Augusta HealthFishersville, VA, United States
Remote
Temporary

Overview:At Augusta Health, your work matters- and so do you.Whether you're delivering direct patient care, supporting operations, or innovating behind the scenes, every role contributes to our mis... Show more

 • Promoted

Border Patrol Agent (BPA) Entry Level - New Hire Sign-On and Retention Incentives

U.S. Customs and Border ProtectionShipman, VA, US
Full-time

February 2026 Update GL-5/7 grade levels.Border Patrol Agent (BPA) – in the Federal Security and Public Safety Sector (Entry Level).If you’re looking for “just a job,” then stop reading right now.B... Show more