Personal Financial Advisor

Overview

micro1 is seeking experienced Personal Financial Advisors to support a customer project focused on financial wellness for individuals. The work is intended to help train next-generation AI systems using real-world professional judgment and domain expertise. No prior AI experience is required. This engagement is designed for experienced professionals working in pairs, with availability that supports collaborative work.

What You'll Do

• Review and provide feedback on personal financial planning scenarios based on your client advisory experience.
• Evaluate investment strategies, retirement plans, and financial recommendations tailored to individual client needs.
• Analyze situations involving savings, investments, debt management, tax planning, and long-term financial goals.
• Share insights from one-on-one client work, including needs assessments, risk tolerance, and investment preferences.
• Review financial planning materials for accuracy, regulatory compliance, and industry best practices.
• Explain financial concepts, planning strategies, and recommendations clearly in written and verbal formats.
• Collaborate with another financial expert to compare approaches and contribute to AI training.

Preferred Qualifications

• Professional experience advising individual clients or families in a one-on-one financial advisory role.
• Background as a Personal Financial Advisor, Financial Planner, Wealth Manager, Investment Advisor, or similar client-facing professional.
• Strong knowledge of personal financial planning, including retirement, investments, tax planning, estate planning, and wealth management.
• Hands-on experience creating personalized financial plans and investment recommendations based on client goals.
• Experience assessing financial situations, risk tolerance, investment objectives, and long-term financial needs.
• Solid understanding of financial products, portfolio management, asset allocation, and regulatory requirements.
• Strong written and verbal communication skills.
• Comfort working with another financial expert and availability to overlap North American or Latin American time zones.