Talent.com
Micro1
Remote Personal Financial Advisor (Private Wealth)Micro1 • Avondale, Arizona, US
Remote Personal Financial Advisor (Private Wealth)

Remote Personal Financial Advisor (Private Wealth)

Micro1 • Avondale, Arizona, US
30+ days ago
Salary
$80.00 hourly
Job type
  • Full-time
  • Remote
Job description
Personal Financial Advisor (Private Wealth)$80 - $110/hourpay

Required Skills

financial planninginvestment managementretirement planningtax-aware strategiesclient relationship managementcommunicationregulatory compliancehigh-net-worth client advisingjudgment and decision-makingcertified 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:

  1. Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management.
  2. Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools.
  3. Provide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients with diverse financial needs.
  4. Communicate complex financial concepts in a client-centric, easily understandable way.
  5. Utilize strong judgment to balance immediate financial needs with long-term planning considerations.
  6. Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management.
  7. Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards.


Required Skills and Qualifications:

  1. 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients.
  2. Proven ability to build trust and rapport with high-net-worth or mass affluent clients.
  3. Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management.
  4. Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance.
  5. Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps.
  6. Exceptional judgment and decision-making capability in high-impact client scenarios.
  7. CFP, CFA, or equivalent credential required.


Preferred Qualifications:

  1. Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking.
  2. Exposure to AI-assisted financial planning tools or processes (helpful but not required).
  3. 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.

Create a job alert for this search

Remote Personal Financial Advisor (Private Wealth) • Avondale, Arizona, US

Similar jobs

Online Survey Participant: Work Remote and Earn Up To $25 Per Survey

Earn HausGoodyear, AZ, US
Remote
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Relationship Banker

Bank of America CorporationGoodyear, AZ, United States
Full-time

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delive... Show more

 • Promoted

LIFE INSURANCE AGENT / WORK FROM HOME

The Jernigan AgencyPeoria, AZ, United States
Remote
Full-time

Life Insurance Sales Representative.We are looking for individuals interested in working from home, remotely, as life insurance sales representatives.We are hiring coachable individuals comfortable... Show more

 • Promoted

Sales Professional

Moon Valley NurseriesAvondale, AZ, United States
Full-time

Salary Level Experienced Position Type Full Time Job Shift Open Availability Day Shift Travel Percentage Up to 25% Category Sales.Moon Valley Nurseries is looking for a Sales Representative who enj... Show more

 • Promoted

FINANCIAL MANAGEMENT SPECIALIST

Department of the Air ForceLitchfield Park, AZ, United States
Full-time

Perform a variety of tasks in support of budget, cost analysts and financial analysis studies and projects to develop analytical, judgement procedural and technical skills.Performs a variety of tas... Show more

 • Promoted

Client Service Professional - 401k

Charles SchwabGlendale, AZ, United States
Full-time

Position Type:Regular Your opportunity At Schwab, you're empowered to make an impact on your career.Below, you will find a complete breakdown of everything required of potential candidates, as well... Show more

 • Promoted

Part-Time Sales & Service Advisor

Big Brand Tire & ServiceAvondale, AZ, US
Part-time

We're a results-focused, performance-driven team that knows how to deliver.Every role here plays a key part in shaping an exceptional experience for our customers and for each other.We offer the ki... Show more

Licensed Real Estate Agent -- Mentorship Program

The Arizmendi Group LLCGlendale, AZ, United States
Full-time

About us The Arizmendi Real Estate Group is a Top 1% producing Phoenix real estate team with $22Min annual sales volume, helping buyers and sellers across the Phoenix metro area.Our lead generation... Show more

 • Promoted

Become a Surrogate, give the miracle of life, and earn up to $115,000 from home!

Giving Tree SurrogacyGila Crossing, AZ, US
Full-time +1

We are looking for a passionate individual with a sense of responsibility and willingness to help create families to join us as a surrogate.In this role, you will be instrumental in supporting indi... Show more

 • Promoted

Flexible remote AI work. Your schedule. Paid weekly, straight to your bank account.

Meridian.aiGoodyear, AZ, US
Remote
Full-time

Review and label digital content including text, images, and documents.Every task you complete helps improve how technology interprets information and performs in practical settings.Detail-oriented... Show more

 • Promoted

Remote Arizona Underwriter - Commercial

JobTracksTolleson, AZ, United States
Remote
Full-time

Remote Arizona Underwriter - CommercialAZ - TollesonPay Rate :$140000 - $160000 per yearBy clicking 'Submit' you are agreeing to JobTracks'We are seeking an Experienced Commercial Underwriter, who ... Show more

 • Promoted

Personal Care Attendant - Hiring for the 2026-2027 School Year!

Zen EducateLitchfield park, Arizona, United States
$18.00 hourly
Full-time +2

Secure Your Role for the 2026–2027 Academic Year!.Please note: Schools are currently on summer break.However, we are actively recruiting right now for the upcoming school year starting in August 20... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Litchfield Park/Buckeye, AZ

ChaseLitchfield Park, AZ, 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

SERVICE ADVISOR

Avondale ToyotaAvondale, AZ, United States
Full-time

At Avondale Toyota we endeavor to change the automotive industry by providing an authentic, healthy and world-class experience for our customers and our employees through passionate and disciplined... Show more

 • Promoted

Independent Travel Advisor

Hope's Global GetawaysPeoria, AZ, United States
Full-time +1

About the job Independent Travel AdvisorHopes Global Getaways is a remote travel planning company powered by a full-service travel agency that specializes in destination weddings, honeymoons, cruis... Show more

 • Promoted

Personal Care Aide

Arcadia Home Care and StaffingLitchfield Park, AZ, United States
Full-time +1

Addus HomeCare is hiring immediately for Home Care Aides.This rewarding, entry-level position provides consistent, flexible full time/part time hours to accommodate your personal needs, while provi... Show more

 • Promoted

Certified Caregiver for Assisted Living Facility Partner

HCAOAGoodyear, AZ, United States
Full-time

Making in-depth connected relationships within the home care environment is the greatest reward for becoming an in-home caregiver.We are looking for certified caregivers to join our growing team an... Show more

 • Promoted

Career Advisor (Remote)

Zeiders EnterprisesGoodyear, AZ, United States
Remote
Full-time

DescriptionJob Title :Career Advisor- Remote Opportunity (Work from Home)NOTE :Both a cover letter and resume are required for this position in conjunction with your application.Zeiders is an indus... Show more