Personal Financial Advisor

Micro1; Brasil; Remote; BRL 682,000 - 834,000; Full time

Job summary

A micro1, laboratório de dados, procura Personal Financial Advisor contratado para contribuir com insights financeiros no treinamento de IA. O trabalho é remoto, cobrindo fusos da América do Norte e Latina. Não é necessária experiência prévia em IA; conhecimento em finanças pessoais é o destaque.

Você revisará cenários de planejamento financeiro, elaborará planos personalizados e apoiará o treinamento de modelos com inputs reais. Remuneração de 90–110 USD por hora, conforme disponibilidade.

Qualifications

• Experiência profissional trabalhando diretamente com clientes individuais ou famílias em atendimento one-on-one.
• Experiência como Personal Financial Advisor, Financial Planner ou similar.
• Conhecimento sólido em planejamento financeiro, aposentadoria, investimentos e tributação.
• Capacidade de criar planos personalizados com metas de clientes.
• Habilidade de avaliar situações financeiras, tolerância ao risco e objetivos de longo prazo.
• Compreensão de produtos financeiros, alocação de ativos e exigências regulatórias.
• Boa comunicação para explicar conceitos financeiros de forma clara.

Responsibilities

• Revisar cenários de planejamento financeiro com base na experiência com clientes.
• Avaliar estratégias de investimento, planos de aposentadoria e recomendações.
• Analisar situações financeiras envolvendo poupança, dívida e metas de longo prazo.
• Compartilhar insights de atendimento individual para treinamento de IA.
• Explicar conceitos e recomendações de forma clara, por escrito e verbalmente.
• Colaborar com outro especialista para discutir abordagens e validações.

Skills

personal financial planning

investment strategies

regulatory compliance

written and verbal communication

analytical skills

Job description

Sobre a empresa

About micro1 micro1 is a data lab that helps AI labs & Enterprises train foundational models and agents. We provide frontier evaluations and reinforcement learning environments to improve LLM capabilities, as well as contextual evaluations to monitor and improve AI agents in enterprise settings. Our AI recruiting agent sources and vets domain experts for our data platform that enables rapid production of high-quality training data. Our research spans high-value, specialized domains (legal, medical, finance, coding, etc.), where expert-level data is the hardest to produce and most valuable for advanced model performance. Our pipeline performance system ensures both quality and velocity.

Position Details

Role Title: Personal Financial Advisor

Role Type: Contractor

Location: Northern America, Latin America.

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 and provide feedback on personal financial planning scenarios based on your experience advising individual clients.

Skills

• personal financial planning
• investment strategies
• regulatory compliance
• written and verbal communication
• analytical skills

Responsibilities

• Review and provide feedback on personal financial planning scenarios based on your experience advising individual clients.
• Evaluate investment strategies, retirement plans, and financial recommendations tailored to individual client needs.
• Analyze financial situations involving savings, investments, debt management, tax planning, and long-term financial goals.
• Share insights from your experience working one-on-one with clients, including assessing financial needs, risk tolerance, and investment preferences.
• Review financial planning materials for accuracy, regulatory compliance, and industry best practices.
• Explain financial concepts, planning strategies, and recommendations clearly in written and verbal formats.
• Collaborate with another financial expert to discuss different approaches, compare recommendations, and contribute to AI training.

Requirements

• Professional experience working directly with individual clients or families in a one-on-one financial advisory role.
• Experience as a Personal Financial Advisor, Financial Planner, Wealth Manager, Investment Advisor, or similar client-facing professional.
• Strong knowledge of personal financial planning, including retirement, investments, tax planning, estate planning, and wealth management.
• Hands-on experience creating personalized financial plans and investment recommendations based on individual client goals.
• Experience assessing clients' financial situations, risk tolerance, investment objectives, and long-term financial needs.
• Good understanding of financial products, portfolio management, asset allocation, and relevant regulatory requirements.
• Strong communication skills and the ability to explain financial concepts clearly.
• Comfortable collaborating with another financial expert and available to work during overlapping North American or Latin American time zones.

Remuneration

Remuneracao $90-110/hour (remote)

Vagas abertas

45 posicoes