Remote Private Wealth Advisor High-Net-Worth Clients
Remote / Online - Candidates ideally in
Portland, Multnomah County, Oregon, 97223, USA
Listed on 2026-07-08
Portland, Multnomah County, Oregon, 97223, USA
Listing for:
Micro1
Remote/Work from Home
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
Micro1 is looking for a Personal Financial Advisor (Private Wealth) in the United States. This role is remote and involves leveraging your financial expertise to enhance AI systems, providing actionable financial guidance and shaping advanced financial planning tools.
The ideal candidate has over 3 years of advisory experience, exceptional communication skills, and relevant financial credentials like CFP or CFA. This position allows you to impact how future advisors assist clients in making financial decisions.
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