Personal Financial Advisor

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