Private Wealth Advisor for AI-Driven Training

Crunch Fitness - CR Holdings; North Richland Hills (TX); On-site; USD 100,000 - 140,000; Full time

Job summary

Micro1 is seeking a Personal Financial Advisor (Private Wealth) contractor to help train AI systems with real‑world financial data. You will craft high‑quality input reflecting budgeting, investments, retirement planning, and debt management for diverse client scenarios.

Ideal candidates have 3+ years in personal financial advisory, experience with high‑net‑worth clients, CFP/CFA, and ability to translate complex concepts into clear guidance while ensuring regulatory compliance.

Qualifications

• 3+ years advising individuals in personal financial planning.
• Proven ability to build trust with high‑net‑worth or mass affluent clients.
• Deep knowledge of core planning areas (investments, retirement, debt management).
• Understanding of tax‑aware strategies and regulatory frameworks.
• Excellent written and verbal communication translating advice into actionable steps.
• Strong judgment in high‑impact client scenarios.
• CFP, CFA, or equivalent credential required.

Responsibilities

• Deliver personalized financial guidance across budgeting, investments, retirement, and debt.
• Review client scenarios to inform AI‑assisted planning tool development.
• Provide clear written feedback to improve AI outputs.
• Translate complex financial concepts into client‑friendly language.
• Ensure guidance complies with current regulations and best practices.
• Act as SME to align AI outputs with industry standards.

Skills

Financial planning

Investment management

Retirement planning

Tax strategies

Client communication

Regulatory knowledge

CFP/CFA

Job description

Micro1 is seeking a Personal Financial Advisor (Private Wealth) contractor to help train AI systems with real‑world financial data. You will craft high‑quality input reflecting budgeting, investments, retirement planning, and debt management for diverse client scenarios.

Ideal candidates have 3+ years in personal financial advisory, experience with high‑net‑worth clients, CFP/CFA, and ability to translate complex concepts into clear guidance while ensuring regulatory compliance.