WFH.teamOpen app$187k-$229k
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What this posting tells you
Remote contractor engagement for experienced personal financial advisors. Work includes reviewing financial planning scenarios, evaluating investment strategies and regulatory compliance, and providing written and verbal feedback to support AI training. No salary, education requirement, visa sponsorship, or work authorization details are stated.
Accounting, Data, Education, Finance and investments, Product, Security, Customer support, Writing and content
Eligible countries are not stated.
Timezone overlap is not stated.
Experienced professional · Contractor
- Eligible hiring countries are not stated
- Required timezone overlap is not stated
Accounting hiring on WFH.team
This role's listed pay is near the median among 200 comparable roles shown here. Category counts come from WFH.team's latest published remote job market snapshot.
Explore the remote job marketPersonal Financial Advisor at micro1
Role Title: Personal Financial Advisor
Role Type: Contractor
Location: Remote
micro1 is engaging Personal Financial Advisors to contribute expert knowledge and insights to a customer's project centered around financial wellness for individuals. 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. This engagement matches experienced professionals in pairs, leveraging your availability to facilitate impactful collaboration.
Scope of Work
Review, assess, and provide 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 practices.
Deliver clear and detailed explanations of financial concepts and planning decisions, both in writing and verbally, to support model learning.
Analyze hypothetical financial situations, identifying potential risks, opportunities, and solutions based on individual client needs.
Collaborate with another expert to compare approaches, discuss different perspectives, and generate diverse, high-quality data for AI training.
Submit timely, actionable insights and documentation to advance the project’s objectives.
Preferred qualifications
Extensive experience as a personal financial advisor, wealth manager, financial planner, or investment advisor serving individual clients.
Strong proficiency in personal financial planning, including retirement, education, tax, and estate strategies.
Deep understanding of investment vehicles, asset allocation, risk tolerance assessment, and portfolio construction.
Demonstrated knowledge of regulatory compliance frameworks relevant to personal finance and advisory services.
Exceptional analytical skills, with the ability to synthesize complex financial data and present clear, actionable recommendations.
Outstanding written and verbal communication skills for articulating financial concepts to a broad audience.
A collaborative mindset, open to working in expert pairs and engaging in constructive discussion.
Working remotely at micro1
micro1 builds human-expertise data and evaluation infrastructure for AI models and agents. It recruits core-team employees and domain experts for AI training projects.
- Headquarters
- San Francisco Bay Area, California, United States
- Founded
- 2022
Expert opportunities are remote and can be flexible. International applicants are considered, subject to country exclusions and each project's requirements. Core-team work arrangements vary by opening; check the individual posting.
Apply through the official posting. Expert applicants complete an AI interview and skills certification, followed by project selection and onboarding. Certification does not guarantee a project or immediate work.