Personal Financial Advisor

Micro1; India; Remote; INR 5,634,000 - 11,268,000; Full time

Job summary

Cashback24x7 seeks a Senior Personal Financial Advisor contractor to contribute expert knowledge on individual financial wellness projects. You will review client scenarios, tailor investment and tax planning guidance, and help train AI systems with high-quality real-world input.

Ideal candidates have hands-on experience advising individuals or families, strong knowledge of retirement, investments, tax planning, estate planning, and wealth management, and are comfortable coordinating with

Qualifications

• Direct experience with individual clients or families in a one-on-one advisory role.
• Deep knowledge of personal financial planning including retirement, investments, tax planning, and estate planning.
• Experience creating personalized financial plans and investment recommendations.
• Ability to assess clients' financial situations, risk tolerance, and long-term needs.
• Strong communication skills to explain financial concepts clearly.

Responsibilities

• Review personal financial planning scenarios and provide feedback based on your experience.
• Evaluate investment strategies, retirement plans, and tailored financial recommendations.
• Analyze savings, investments, debt management, tax planning, and long-term goals.
• Share insights from one-on-one client work to inform AI training and model guidance.
• Explain financial concepts clearly in written and verbal formats for diverse audiences.
• Collaborate with another financial expert to discuss approaches and align recommendations.

Skills

One-on-one client work

Financial planning

Investment advice

Risk assessment

Communication skills

Job description

Job Description

Role Title: Personal Financial AdvisorRole Type: ContractorLocation: 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.
• 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.

Preferred Qualifications

• 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.