Reviews personal finance scenarios and AI-generated guidance on savings, investments and tax for accuracy and compliance. Suits client-facing financial advisers or planners who can explain retirement and investment choices clearly and work alongside a partner expert.
Role Title: Personal Financial Advisor
Role Type: Contractor
Location: Northern America, Latin America.
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 and provide feedback on personal financial planning scenarios based on your experience advising individual clients.
- Evaluate investment strategies, retirement plans, and financial recommendations tailored to individual client needs.
- Analyze financial situations involving savings, investments, debt management, tax planning, and long-term financial goals.
- Share insights from your experience working one-on-one with clients, including assessing financial needs, 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 discuss different approaches, compare recommendations, and contribute to AI training.
Preferred Qualifications
- Professional experience working directly with individual clients or families in a one-on-one financial advisory role.
- Experience 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 individual client goals.
- Experience assessing clients' financial situations, risk tolerance, investment objectives, and long-term financial needs.
- Good understanding of financial products, portfolio management, asset allocation, and relevant regulatory requirements.
- Strong communication skills and the ability to explain financial concepts clearly.
- Comfortable collaborating with another financial expert and available to work during overlapping North American or Latin American time zones.
Listing from micro1's job board. Details can change; the platform's page is the final word.
