Financial Advisor (CFA or CFP) $80 - $110/hour pay 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: Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households. Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families. Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points. Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates). Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication. Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance). Contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising. Required Skills and Qualifications: 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. Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis). CFP certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work. Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts. Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service. Experience mentoring others, developing workflows, or standardizing planning processes. Comfort working asynchronously and independently in a remote setting. Preferred Qualifications: Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms. Background designing or improving standardized planning processes or digital advisory journeys. Familiarity with personal finance apps, digital advice platforms, or AI-driven tools and a strong interest in innovation within the advisory space.
07/28/2026
Full time
Financial Advisor (CFA or CFP) $80 - $110/hour pay 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: Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households. Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families. Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points. Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates). Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication. Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance). Contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising. Required Skills and Qualifications: 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. Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis). CFP certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work. Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts. Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service. Experience mentoring others, developing workflows, or standardizing planning processes. Comfort working asynchronously and independently in a remote setting. Preferred Qualifications: Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms. Background designing or improving standardized planning processes or digital advisory journeys. Familiarity with personal finance apps, digital advice platforms, or AI-driven tools and a strong interest in innovation within the advisory space.
Financial Advisor (CFA or CFP) $80 - $110/hour pay 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: Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households. Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families. Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points. Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates). Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication. Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance). Contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising. Required Skills and Qualifications: 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. Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis). CFP certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work. Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts. Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service. Experience mentoring others, developing workflows, or standardizing planning processes. Comfort working asynchronously and independently in a remote setting. Preferred Qualifications: Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms. Background designing or improving standardized planning processes or digital advisory journeys. Familiarity with personal finance apps, digital advice platforms, or AI-driven tools and a strong interest in innovation within the advisory space.
07/28/2026
Full time
Financial Advisor (CFA or CFP) $80 - $110/hour pay 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: Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households. Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families. Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points. Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates). Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication. Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance). Contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising. Required Skills and Qualifications: 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. Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis). CFP certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work. Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts. Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service. Experience mentoring others, developing workflows, or standardizing planning processes. Comfort working asynchronously and independently in a remote setting. Preferred Qualifications: Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms. Background designing or improving standardized planning processes or digital advisory journeys. Familiarity with personal finance apps, digital advice platforms, or AI-driven tools and a strong interest in innovation within the advisory space.
Personal Financial Advisor (Private Wealth) $80 - $110/hour pay Required Skills financial planning investment management retirement planning tax-aware strategies client relationship management communication regulatory compliance high-net-worth client advising judgment and decision-making certified 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: Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management. Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools. Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs. Communicate complex financial concepts in a client-centric, easily understandable way. Utilize strong judgment to balance immediate financial needs with long-term planning considerations. Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management. Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients. Proven ability to build trust and rapport with high-net-worth or mass affluent clients. Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management. Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance. Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps. Exceptional judgment and decision-making capability in high-impact client scenarios. CFP, CFA, or equivalent credential required. Preferred Qualifications: Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking. Exposure to AI-assisted financial planning tools or processes (helpful but not required). 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.
07/28/2026
Full time
Personal Financial Advisor (Private Wealth) $80 - $110/hour pay Required Skills financial planning investment management retirement planning tax-aware strategies client relationship management communication regulatory compliance high-net-worth client advising judgment and decision-making certified 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: Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management. Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools. Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs. Communicate complex financial concepts in a client-centric, easily understandable way. Utilize strong judgment to balance immediate financial needs with long-term planning considerations. Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management. Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients. Proven ability to build trust and rapport with high-net-worth or mass affluent clients. Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management. Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance. Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps. Exceptional judgment and decision-making capability in high-impact client scenarios. CFP, CFA, or equivalent credential required. Preferred Qualifications: Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking. Exposure to AI-assisted financial planning tools or processes (helpful but not required). 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.
Personal Financial Advisor (Private Wealth) $80 - $110/hour pay Required Skills financial planning investment management retirement planning tax-aware strategies client relationship management communication regulatory compliance high-net-worth client advising judgment and decision-making certified 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: Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management. Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools. Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs. Communicate complex financial concepts in a client-centric, easily understandable way. Utilize strong judgment to balance immediate financial needs with long-term planning considerations. Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management. Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients. Proven ability to build trust and rapport with high-net-worth or mass affluent clients. Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management. Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance. Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps. Exceptional judgment and decision-making capability in high-impact client scenarios. CFP, CFA, or equivalent credential required. Preferred Qualifications: Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking. Exposure to AI-assisted financial planning tools or processes (helpful but not required). 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.
07/28/2026
Full time
Personal Financial Advisor (Private Wealth) $80 - $110/hour pay Required Skills financial planning investment management retirement planning tax-aware strategies client relationship management communication regulatory compliance high-net-worth client advising judgment and decision-making certified 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: Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management. Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools. Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs. Communicate complex financial concepts in a client-centric, easily understandable way. Utilize strong judgment to balance immediate financial needs with long-term planning considerations. Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management. Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients. Proven ability to build trust and rapport with high-net-worth or mass affluent clients. Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management. Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance. Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps. Exceptional judgment and decision-making capability in high-impact client scenarios. CFP, CFA, or equivalent credential required. Preferred Qualifications: Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking. Exposure to AI-assisted financial planning tools or processes (helpful but not required). 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.
