Micro 1
Global
Contract-based
Date Posted
Offered salary
$160 - $300 per hour
Closing date
Closing soon
Qualification
CFP designation required
Hiring location
Global
Experience
Private wealth management
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.
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Micro 1
Personal Financial Advisor
Overview
micro1 is seeking a Personal Financial Advisor (Private Wealth) to help shape AI-assisted financial planning tools. You will leverage your expertise in private wealth management to review realistic client scenarios, provide actionable financial advice, and enhance the capabilities of AI systems that support advisors and clients in achieving financial wellness.
