Personal Finance Advisor / Certified Financial Planner®
$50 - $110/hourpay
Contractor
remote
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 a data engine that helps AI labs train foundational models and enterprises build AI agents. We provide frontier evaluations and reinforcement learning environments used to improve LLM capabilities, as well as contextual evaluations used to monitor and improve AI agents in enterprise settings. Our data engine includes an AI recruiter agent that sources and vets domain experts, a data platform that enables rapid production of high-quality training data, and a pipeline performance system that ensures both quality and velocity.
Our goal is to have 1 billion people doing meaningful work by contributing their expertise to the development of frontier AI models. We’ve raised $40M+ in funding, and our AI recruiter has powered more than 1 million AI-led interviews as our global network of experts expands to form the human intelligence layer for AGI.
Job Summary:
Join our customer’s team as a personal financial advisor (CFP®) and help shape the future of AI-assisted financial planning. This remote, part-time role lets you leverage your expertise working with typical American households to improve how AI supports both financial advisors and everyday clients. Work asynchronously alongside a leading AI lab, providing insights that make financial guidance more accessible and practical for real families.
Key Responsibilities:
- Review realistic financial planning scenarios that reflect everyday client conversations, covering budgets, emergency funds, debt payoff, retirement planning, and more.
- Evaluate AI-generated advice for suitability, clarity, and practicality for mainstream and mass-affluent households.
- Detail how you would conduct advisory conversations — including question frameworks, goal prioritization, and tradeoff discussions (e.g., mortgage payments vs. 401(k) matching, debt repayment vs. investing).
- Articulate actionable decision rules and rules of thumb used with real clients (such as cash reserve targets or savings-rate benchmarks).
- Deliver written feedback to refine AI explanations, next steps, and tradeoff framing — focusing on clear, empathetic language for non-experts.
- Identify compliance and risk considerations, advising when to stay within scope or refer to other specialists (CPA, attorney, insurance).
Required Skills and Qualifications:
- Several years of client-facing experience as a Financial Planner/Advisor, Personal Financial Consultant, or similar role serving mainstream households (W-2 income, standard employer retirement plans, common debts, and insurance needs).
- Demonstrated expertise in budgeting, cash-flow planning, debt management, retirement planning, education savings, and risk management for everyday clients.
- CFP® certification strongly preferred (or CFP exam passed with relevant experience), though ChFC or other credentials considered when paired with substantial practical experience.
- Exceptional written and verbal communication skills, able to explain tradeoffs in simple, reassuring language.
- High professional integrity, strong compliance orientation, and commitment to a fiduciary/client-first standard.
- Hands-on experience with standardized planning processes and a proactive approach to financial problem-solving.
Preferred Qualifications:
- Experience blending holistic planning and financial coaching, especially in mass-market or workplace advisor roles.
- Experience mentoring junior advisors or developing planning process materials (checklists, playbooks, workflows).