Personal Financial Advisor

Role Title: Personal Financial Advisor Role Type: Contractor Location: Remote 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, assess, and provide feedback on financial planning scenarios and client cases. Develop and critique personal investment strategies and portfolio recommendations in simulated environments. Evaluate materials for regulatory compliance and industry best practices. Deliver clear and detailed explanations of financial concepts and planning decisions, both in writing and verbally, to support model learning. Analyze hypothetical financial situations, identifying potential risks, opportunities, and solutions based on individual client needs. Collaborate with another expert to compare approaches, discuss different perspectives, and generate diverse, high-quality data for AI training. Submit timely, actionable insights and documentation to advance the project’s objectives. Preferred Qualifications Extensive experience as a personal financial