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

Remote Financial Advisor (CFA or CFP)

Micro1 • West Mifflin, 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) • West Mifflin, Pennsylvania, US

Similar jobs

Financial Advisor

Northwestern MutualPittsburgh, PA, 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

Dollar BankPittsburgh, PA, United States
Full-time

Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor in our south territory of Pittsburgh.The successful candidate will have the opportunity to work with an unt... Show more

 • Promoted

Financial Advisor

Affinity Executive SearchPittsburgh, PA, United States
Full-time

Salary: $100,000 - $150,000 per year.Relocation Assistance: Not Available.Could be Higher depending on Portfolio] Needs in several offices- NY/NJ; Florida; Phila; Pittsburgh.Developing comprehensiv... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor - Pittsburgh and Cranberry Township, PA

JPMorgan ChaseCranberry Township, PA, 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

 • Promoted

Financial Aid Officer

South CollegeCranberry Township, PA, United States
Full-time

The South College Online Campus invites applications for the position of Financial Aid Officer at the Online Campus in Cranberry Township, PA.The Financial Aid Officer position is a full-time staff... Show more

 • Promoted

Drive with Lyft - Earn on Your Own Schedule

LyftDunlevy, PA, United States
Full-time +1

Get a maximum of $400 in bonuses in Pittsburgh.Earn $100 for every 10 rides in 7 days (limit 4).Lyft is a flexible earning opportunity and a platform that connects drivers with individuals that nee... Show more

 • Promoted

Remote Product Tester - Flexible Studies

BuzzTestersBrownsville, PA
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

J.P. Morgan Wealth Management - Private Client Advisor - Pittsburgh and Cranberry Township, PA

ChaseCranberry Township, PA, 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

 • Promoted

Caregiver (Personal Care Attendant)

Voices for IndependenceMasontown, PA, United States
Full-time

Caregiver (Personal Care Attendant).Title: Caregiver (Personal Care Attendant).Voices For Independence, a prestigious center for independent living with facilities throughout Western, PA, has an im... Show more

 • Promoted

Financial Advisor Training Program

Year Up UnitedBaldwin, PA, United States
Full-time

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personaliz... Show more

 • Promoted

Financial Analyst, Senior (Hybrid Remote)

UPMCPittsburgh, PA, United States
Remote
Full-time

The Senior Financial Analyst will conduct and document a series of complex analytics to support the Physician Services Division.This position offers the opportunity to collaborate with clinical dep... Show more

 • Promoted

Financial Analyst II

ExperisCranberry Township, PA, United States
Full-time

Location: Cranberry Township, PA (Hybrid role - in office Tu-Thurs, WFH Monday and Friday.Must have moderate excel skills - vlookups, pivot tables, sumifs.Prepare, review and analyze monthly, quart... Show more

 • Promoted

Sr Staff Financial Management - Program Finance Lead (REMOTE)

Lockheed MartinMonongahela, PA, United States
Remote
Full-time

Sr Staff Financial Management - Program Finance Lead (REMOTE)At Lockheed Martin Rotary and Mission Systems, we're on a mission to drive innovation and uphold the highest standards of business ethic... Show more

 • Promoted

Financial Advisory - Wealth Planning Associate

Kestra HoldingsPittsburgh, PA, United States
Full-time

Signature Wealth | Pittsburgh Wealth Management is a collaborative, client-centered wealth management firm built on shared success and long-standing relationships.Our Ensemble Practice Model foster... Show more

 • Promoted

Financial Experience Advisor Level IV - Shadyside

Clearview Federal Credit UnionPittsburgh, PA, United States
Full-time

Financial Services Representative.Your Mission Be the face of Clearview as you help members reach their financial goals! From opening accounts to recommending the best financial solutions, you'll d... Show more

 • Promoted

Casino Tools Reviewer- work-from-home

ReeledgeBay Harbor, Michigan, United States
$25.00 hourly
Remote
Full-time

Join our distributed team and help evaluate online platforms through interactive testing assignments.This is a flexible, remote opportunity with full training provided and no prior experience requi... Show more

 • Promoted

Financial Representative

Western & Southern LifeCranberry Township, PA, United States
Full-time

The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recomme... Show more

 • Promoted

Senior Retirement Planner/Senior Financial Advisor

Golden ReserveWexford, PA, United States
Full-time

Golden Reserve is looking for an experienced financial sales professional.This senior level sales role is responsible for leading client meetings, upholding Golden Reserve's processes and standards... Show more

 • Promoted

Retirement Planner/Financial Advisor

Golden ReservePittsburgh, PA, United States
Full-time

Golden Reserve is looking for an experienced financial sales professional.This role will be responsible for conducting client meetings and upholding Golden Reserve's processes and standards at the ... Show more

 • Promoted

Consumer Insights Analyst

Earn HausRices Landing, Pennsylvania, United States
Full-time +1

We are urgently seeking people interested in taking market research studies for well known brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Ear... Show more