Financial Advisor (CFA or CFP)
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 connects domain experts to the development of frontier AI models. Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform. AI labs and enterprises use micro1 to train models and build reliable AI agents through advanced evaluations and reinforcement learning environments. Experts contribute directly to how AI systems learn, reason, and perform across domains like finance, healthcare, engineering, and more. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality contributions at scale.
Our goal is to enable 1 billion people to do meaningful work by applying their expertise to AI. We’ve raised $40M+ in funding, and our AI recruiter has powered over 1 million AI-led interviews as our global network of experts grows into the human intelligence layer for AI.
Job Description
Job Title: Financial Advisor (CFA or CFP)
Job Type: Consulting/Contract
Location: Remote
Job Summary:
Join our customer’s team as an Everyday Personal Finance Advisor (CFP®) AI Trainer and help shape the future of AI-assisted financial planning. In this impactful role, you’ll leverage your expertise with mainstream American households to review real-world client scenarios, evaluate AI-generated guidance, and offer actionable feedback to ensure technology truly serves both advisors and clients. You’ll collaborate asynchronously with a leading AI lab, focusing on practical, empathetic advice for everyday people navigating budgeting, debt, saving, retirement planning, and basic investing decisions.
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:
- Several 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.