Remote Private Wealth Advisor High-Net-Worth Clients
Remote / Online - Candidates ideally in
Oakley, Contra Costa County, California, 94561, USA
Listed on 2026-06-28
Oakley, Contra Costa County, California, 94561, USA
Listing for:
Micro1
Remote/Work from Home
position Listed on 2026-06-28
Job specializations:
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Finance & Banking
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Sales
Job Description & How to Apply Below
Micro1 is seeking a Personal Financial Advisor (Private Wealth) to provide expert financial guidance and shape AI systems. This remote contractor role demands strong knowledge in financial planning and investment management.
The ideal candidate has 3+ years in personal advisory, coupled with CFP/CFA credentials. You will help develop AI-driven financial tools by translating complex financial advice into actionable steps for high-net-worth clients.
Your expertise will directly influence how advisory solutions are designed for effective client outcomes.
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