Required Skills
personal financial planning
investment strategies
regulatory compliance
written and verbal communication
analytical skills
About micro1
micro1 is a data lab that helps AI labs & Enterprises train foundational models and agents. We provide frontier evaluations and reinforcement learning environments to improve LLM capabilities, as well as contextual evaluations to monitor and improve AI agents in enterprise settings.
Our AI recruiting agent sources and vets domain experts for our data platform that enables rapid production of high-quality training data. Our research spans high-value, specialized domains (legal, medical, finance, coding, etc.), where expert-level data is the hardest to produce and most valuable for advanced model performance. Our pipeline performance system ensures both quality and velocity.
Role Title: Personal Financial Advisor
Role Type: Contractor
Location: Remote
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.
Scope of Work
Review, assess, and provide feedback on financial planning scenarios and client cases.
Develop and critique personal investment strategies and portfolio recommendations in simulated environments.
Evaluate materials for regulatory compliance and industry best practices.
Deliver clear and detailed explanations of financial concepts and planning decisions, both in writing and verbally, to support model learning.
Analyze hypothetical financial situations, identifying potential risks, opportunities, and solutions based on individual client needs.
Collaborate with another expert to compare approaches, discuss different perspectives, and generate diverse, high-quality data for AI training.
Submit timely, actionable insights and documentation to advance the project’s objectives.
Extensive experience as a personal financial advisor, wealth manager, financial planner, or investment advisor serving individual clients.
Strong proficiency in personal financial planning, including retirement, education, tax, and estate strategies.
Deep understanding of investment vehicles, asset allocation, risk tolerance assessment, and portfolio construction.
Demonstrated knowledge of regulatory compliance frameworks relevant to personal finance and advisory services.
Exceptional analytical skills, with the ability to synthesize complex financial data and present clear, actionable recommendations.
Outstanding written and verbal communication skills for articulating financial concepts to a broad audience.
A collaborative mindset, open to working in expert pairs and engaging in constructive discussion.
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