Responsibilities
• Deliver tailored financial guidance on budgeting, investment strategies, retirement planning, and debt management for high-net-worth individuals
• Evaluate client scenarios and provide expert feedback to support AI financial planning tool development
• Communicate complex financial concepts clearly to clients and technical teams
• Help clients build and execute practical, long-term financial plans
• Uphold industry standards and regulatory compliance in all recommendations
• Contribute insights to refine and advance AI-driven financial planning solutions

Requirements
• Several years of hands-on experience in personal financial advisory or private wealth management
• Proven track record at respected institutions (Schwab Private Client, J.P. Morgan Private Bank, Morgan Stanley, Merrill Lynch, Chase Private Banking)
• Deep understanding of investment planning, retirement vehicles (401k, IRA), and tax-aware strategies
• Certified Financial Planner (CFP) designation required
• Outstanding written and verbal communication abilities

Preferred
• Direct experience advising individual clients, not solely institutions
• Exposure to AI-driven financial planning platforms or technology-enabled advisory roles

How to Apply
Click "Apply" to be taken to the micro1 website. micro1 is a data engine that helps AI labs train foundational models and enterprises build AI agents.