Personal Financial Advisor (Private Wealth)
$160 - $300/hourpay
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)
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 Description
Job Title: Personal Financial Advisor (Private Wealth)
Job Type: Contractor
Location: Remote
Job Summary:
Join our customer’s team as a Personal Financial Advisor (Private Wealth) and help shape the next generation of AI-assisted financial planning. Leverage your expertise in private wealth management to review realistic client scenarios, provide actionable financial advice, and enhance the capabilities of AI systems that support advisors and clients in achieving financial wellness.
Key Responsibilities:
- Deliver tailored financial guidance on budgeting, investment strategies, retirement planning, and debt management for high-net-worth individuals.
- Evaluate client scenarios and provide expert feedback to support the development of advanced AI financial planning tools.
- Communicate complex financial concepts clearly and concisely to both clients and technical teams.
- Help clients build and execute practical, long-term financial plans aligned with both immediate needs and future goals.
- Uphold industry standards and regulatory compliance in all client interactions and recommendations.
- Build trust by offering high-quality, thoughtful, and client-centric advice that drives meaningful financial outcomes.
- Contribute insights and expertise to refine and advance AI-driven solutions for financial planning.
Required Skills and Qualifications:
- Several years of hands-on experience in personal financial advisory or private wealth management, preferably with mass affluent or high-net-worth clients.
- Proven track record at respected institutions such as Schwab Private Client, J.P. Morgan Private Bank, Morgan Stanley Wealth Management, Bank of America Merrill Lynch, or Chase Private Banking.
- Deep understanding of investment planning, retirement vehicles (401k, IRA), and tax-aware financial strategies.
- Exceptional judgment and decision-making skills in client advisory contexts.
- Outstanding written and verbal communication abilities.
- Certified Financial Planner (CFP) designation required.
- Expertise in client relationship management and regulatory compliance.
Preferred Qualifications:
- Direct experience advising individual clients, not solely institutions.
- Exposure to AI-driven financial planning platforms or technology-enabled advisory roles.
- Demonstrated ability to provide feedback and insights that improve client and advisor solutions.