Talent.com
Micro1
Remote Personal Financial Advisor (Private Wealth)Micro1 • Downers Grove, Illinois, US
Remote Personal Financial Advisor (Private Wealth)

Remote Personal Financial Advisor (Private Wealth)

Micro1 • Downers Grove, Illinois, 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) • Downers Grove, Illinois, US

Similar jobs

Financial Advisor

Northwestern Mutual Life Insurance CompanyBarrington, IL, United States
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

 • Promoted

Remote Personal Financial Advisor (Private Wealth)

Micro1River Grove, Illinois, US
$80.00 hourly
Remote
Full-time

Personal Financial Advisor (Private Wealth).Certified Financial Advisor (CFA).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowl... Show more

Remote Leadership & Personal Development Consultant USA

Ron SalkowskiNaperville, IL, United States
Remote
Full-time

Ready to Redefine What's Possible Across the United States? We're passionate about helping educators and experienced professionals in the USA leverage their skills and experience to create greater ... Show more

 • Promoted

Flexible Remote Work – Get Paid to Share Your Opinions on Top Brands

OCPAFrankfort, Illinois, us
$15.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Online Remote Work

Online Consumer Panels AmericaManhattan, Illinois, US
$15.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Financial Advisors

Savant Wealth ManagementDowners Grove, IL, United States
Full-time

Salary/year Position Type Full Time Job Shift Day.Savant Wealth Management is seeking experienced Senior Financial Advisors in a variety of our markets who have demonstrated success building and ex... Show more

 • Promoted

Travel Physical Therapist (PT) - $1,996 per week in Wilmington, IL

AlliedTravelCareersWilmington, IL, US
$1,996.00 weekly
Full-time

AlliedTravelCareers is working with Medical Solutions to find a qualified Physical Therapist (PT) in Wilmington, Illinois, 60481!.A facility in Wilmington, IL is looking for an exceptional PT (Phys... Show more

 • Promoted

Work-From-Home Product Advisor - $45 per hour

Great LionManhattan, Illinois
$45.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Wealth Advisor

BmoHinsdale, IL, United States
Part-time

Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience.Demonstrates an u... Show more

 • Promoted

Financial Advisor

BmoSchaumburg, IL, United States
Part-time

Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.Determines client nee... Show more

 • Promoted

High Net Worth Personal Lines Client Advisor

Acrisure LLCNaperville, IL, United States
Full-time

HNW Personal Lines Client AdvisorA global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward.Bringing cutting-edge te... Show more

 • Promoted

Associate Financial Advisor

Wealth Enhancement GroupItasca, IL, United States
Full-time

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients.We continually seek to perfect our craft of personalized financial plannin... Show more

 • Promoted

Remote Benefits Advisor (50k-90k per year)

Professional CareersElmhurst, Illinois
$50,000.00 yearly
Remote
Full-time +1

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are r... Show more

 • Promoted

Senior Financial Advisor

AFIN Family Wealth ManagementOak Brook, IL, United States
Full-time

AFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses.Our goal is to make financial planning understandable and accessible by offering p... Show more

 • Promoted

Wealth Advisor

Midland States BankJoliet, IL, United States
Full-time

At Midland States Bank, base salary is one component of our Total Rewards program.Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and ex... Show more

 • Promoted

Financial AdvisorWealth Manager

ProfessionsGlen Ellyn, IL, United States
Full-time

Our client is one of the top lending institutions in the USA.Over the past 8 years, we have assisted this client in the hiring of 250experienced Financial Advisors to their platform.Here are a few ... Show more

 • Promoted

Wealth Advisor

TIAAWheaton, IL, United States
Full-time

The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defi... Show more

 • Promoted

Financial Advisor

ClifyXLombard, IL, United States
Full-time

Position (US citizens and those authorized to work in the US are encouraged to apply.We are unable to sponsor H1B Candidates at this time).Minimum 1-3 years' experience in Business or Sales preferr... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Chicago Cook County Northwest, IL

JPMorgan ChasePalatine, IL, 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

Remote Consumer Feedback Participant

GL IncBourbonnais, Illinois
$15.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more