Personal Financial Advisor

micro1 is engaging Personal Financial Advisors to contribute expert knowledge to a project centered on financial wellness for individuals, helping train next-generation AI systems. No prior AI experience is required. Experts are matched in pairs. 45 openings, remote contractor.

Scope of work:

• Review and give feedback on financial planning scenarios and client cases
• Develop and critique investment strategies and portfolio recommendations in simulated environments
• Evaluate materials for regulatory compliance and best practices
• Explain financial concepts and planning decisions in writing and verbally
• Analyze hypothetical financial situations for risks, opportunities and solutions
• Collaborate with another expert to compare approaches

Preferred qualifications:

• Extensive experience as a financial advisor, wealth manager, financial planner or investment advisor
• Strong skills in retirement, education, tax and estate planning
• Deep understanding of investment vehicles, asset allocation, risk tolerance and portfolio construction
• Knowledge of regulatory compliance frameworks
• Excellent analytical and communication skills and a collaborative mindset