Remote Private Wealth Advisor; CFP/CFA
Remote / Online - Candidates ideally in
Greenville, Greenville County, South Carolina, 29601, USA
Listed on 2026-07-14
Greenville, Greenville County, South Carolina, 29601, USA
Listing for:
Micro1
Remote/Work from Home
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services, Financial Analyst
Job Description & How to Apply Below
Micro1 is looking for a Personal Financial Advisor (Private Wealth) to provide expert financial guidance remotely. In this role, you will assist in designing AI-assisted financial advisory solutions, leveraging your extensive experience in financial management.
The ideal candidate has 3+ years in personal financial advisory, strong client relationship skills, and expertise in investment management and tax-aware strategies. Join us to shape how future advisors can better assist clients with their financial decisions.
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