OpenRecently verified

Personal Financial Advisor

  • Finance & Accounting
  • Platform: micro1
  • Location: 58 countries

$90-110/hrAs published by the platform.

About this job

This contract role asks personal finance professionals to review planning cases and investment recommendations for an AI training project focused on individual financial wellness. Experts work in pairs to compare approaches and explain financial decisions clearly in writing and aloud. No prior AI experience is needed, because domain knowledge is the core requirement.

What you'll do

  • Review and critique financial planning scenarios and client cases.
  • Develop and assess personal investment strategies and portfolio recommendations in simulated environments.
  • Evaluate materials for regulatory compliance and industry best practices.
  • Analyze hypothetical financial situations to identify risks, opportunities and solutions.

Requirements

personal financial planninginvestment strategiesregulatory compliancewritten and verbal communicationanalytical skills

    Pay

    $90-110/hr

    Pay as published by the platform. It is not a guarantee of income or hours.

    Location

    Open to residents of: Bangladesh, Hong Kong SAR China, India, Indonesia, Japan, Kazakhstan, Kyrgyzstan, Malaysia, Pakistan, Philippines, Singapore, Sri Lanka, Taiwan, Thailand, Uzbekistan, Vietnam, Austria, Belarus, Belgium, Denmark, France, Germany, Greece, Italy, Netherlands, Portugal, Russia, Spain, Switzerland, United Kingdom, Argentina, Brazil, Chile, Colombia, Mexico, Peru, Algeria, Bahrain, Egypt, Iraq, Jordan, Kuwait, Lebanon, Libya, Morocco, Oman, Palestinian Territories, Qatar, Saudi Arabia, Tunisia, United Arab Emirates, United States, Canada, Nigeria, Kenya, South Africa, Ghana, Ethiopia.

    How to apply

    You apply on micro1: create an account, complete a screening interview with its AI interviewer, then join its vetted expert network to be matched to projects.

    All micro1 jobs and how the platform works

    Source

    Official posting: https://jobs.micro1.ai/post/2623e26a-77a6-4e1f-891e-eff91cf455f1

    Last checked on October 14, 2026.

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