# Personal Financial Advisor

- Platform: Micro1
- Pay: $90–$110/hour
- Location: Remote, Worldwide
- Contract: contract
- Fields: Finance & Accounting
- Last verified open: 2026-10-14
- Listing on SOJI (apply here): https://hiring.sojistudio.com/jobs/personal-financial-advisor

Review financial-planning scenarios and critique investment strategies to train AI systems, working in expert pairs — Remote, $90-$110/hr.

## About the Role

micro1 is engaging Personal Financial Advisors to contribute expert knowledge to a customer project on financial wellness for individuals. You'll work in pairs with another expert, comparing approaches and generating high-quality data for AI training. No AI experience required — your domain expertise is what matters.

## What You'll Do

- Review, assess and give feedback on financial-planning scenarios and client cases
- Develop and critique personal investment strategies and portfolio recommendations in simulated environments
- Evaluate materials for regulatory compliance and industry best practice
- Explain financial concepts and planning decisions clearly, in writing and verbally
- Collaborate with a paired expert to compare approaches and surface diverse perspectives

## Requirements

- Experience as a personal financial advisor, wealth manager, financial planner or investment advisor serving individual clients
- Strong grounding in retirement, education, tax and estate planning strategies
- Understanding of investment vehicles, asset allocation and portfolio construction
- Strong written and verbal communication skills; comfortable working collaboratively in expert pairs

## Compensation & Logistics

- Type: Contractor, paid via micro1
- Pay: $90-$110/hr
- Location: Remote

Source: SOJI (hiring.sojistudio.com), an independent job board. Pay is the range shown by the platform when the role was collected; confirm on the application page.