{"html":"<p>Role Title: Personal Financial Advisor</p><p>Role Type: Contractor</p><p>Location: Remote</p><p>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.</p><h4>Scope of Work</h4><ul><li>Review, assess, and provide feedback on financial planning scenarios and client cases.</li><li>Develop and critique personal investment strategies and portfolio recommendations in simulated environments.</li><li>Evaluate materials for regulatory compliance and industry best practices.</li><li>Deliver clear and detailed explanations of financial concepts and planning decisions, both in writing and verbally, to support model learning.</li><li>Analyze hypothetical financial situations, identifying potential risks, opportunities, and solutions based on individual client needs.</li><li>Collaborate with another expert to compare approaches, discuss different perspectives, and generate diverse, high-quality data for AI training.</li><li>Submit timely, actionable insights and documentation to advance the project’s objectives.</li></ul><h4>Preferred Qualifications</h4><ul><li>Extensive experience as a personal financial advisor, wealth manager, financial planner, or investment advisor serving individual clients.</li><li>Strong proficiency in personal financial planning, including retirement, education, tax, and estate strategies.</li><li>Deep understanding of investment vehicles, asset allocation, risk tolerance assessment, and portfolio construction.</li><li>Demonstrated knowledge of regulatory compliance frameworks relevant to personal finance and advisory services.</li><li>Exceptional analytical skills, with the ability to synthesize complex financial data and present clear, actionable recommendations.</li><li>Outstanding written and verbal communication skills for articulating financial concepts to a broad audience.</li><li>A collaborative mindset, open to working in expert pairs and engaging in constructive discussion.</li></ul>"}