Financial Planner
$40 per hourDataAnnotation
Join to apply for the Financial Planner role at DataAnnotation We are looking for a Financial Planner to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits This is a full-time or part-time REMOTE position You’ll be able to choose which projects you want to work on You can work on your own schedule Projects are paid hourly starting at $40+ USD per hour, with bonuses on high-quality and high-volume work Responsibilities Give AI chatbots complex financial questions and evaluate their outputs Evaluate the quality produced by AI models for correctness and performance Qualifications Fluency in English (native or bilingual level) Detail-oriented Proficient in accounting, arithmetic, algebra, financial mathematics, statistics, and inductive/ deductive reasoning A current, in progress, or completed Bachelor’s degree is preferred but not required Notes Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. Only applicants in the United States will be considered for this role. This is an independent contract position. #J-18808-Ljbffr DataAnnotation
- Description At Larson Financial Group, LLC, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive... ...touch, and we’re looking for a dedicated Financial Planner to join our growing team in Denver, CO. This is an exciting opportunity...SuggestedTemporary workWork experience placementWork at office
$90k - $130k
...Description About LearnLux LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. Our award-winning program helps employees navigate...SuggestedFull timeLocal areaRemote workMonday to FridayShift workAfternoon shift$60k - $90k
...passionate client service. About You Are you seeking more than just a job—looking to build a career with a clear path toward becoming a financial advisor? Do you have a passion for delivering exceptional client service while contributing to the daily operations of a dynamic,...SuggestedWork at officeFlexible hours$120k
...database of current and past clients to enhance and broaden our financial planning relationships. You would be tasked with reaching out... ...and effectively. Qualifications Current Certified Financial Planner (CFP®) designation. Minimum 5 years of experience in the industry...SuggestedWork at officeRemote workWork from homeFlexible hours$120k
A leading financial advisory firm in Colorado is seeking experienced Certified Financial Planners (CFPs) to provide personalized retirement planning advice. This fully remote role involves engaging with existing clients and utilizing a successful marketing program to enhance...SuggestedRemote job- ...A growing multi‑family office is seeking seasoned Financial Advisors or Private Bankers to join as senior partners in serving high net worth (HNW) and ultra‑high net worth (UHNW) families. The ideal candidate currently has a clear majority of business derived from HNW/...Work at office
$41.71k - $69k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Contract workPart timeLocal areaImmediate startDay shift$23 - $30 per hour
...At Vectra Bank, we're proud to serve the Rocky Mountain region with the strength of a large financial institution and the personal touch of a community bank. Recognized as a Top Workplace, we combine deep resources with attentive, relationship-driven service to support...Hourly payWork experience placementLocal areaMonday to FridayFlexible hours$16.5 - $18 per hour
Sunflower Financial Inc. is seeking an energetic Universal Banker for their Canon City, CO branch. This full-time position offers a wage ranging from $16.50 to $18.00 per hour, depending on qualifications. Applicants should have customer service and cash handling experience...Hourly payFull time$83.38k - $125.35k
...38007 About Working at Commerce Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’...Full timeLocal areaRemote workShift work- Larson Financial Group in Denver, CO is looking for a dedicated Financial Planner to join their team. You will prepare and lead client meetings, develop tailored financial plans, and collaborate with advisors for client success. This role requires a minimum of 2 years...
- ...responsible for demonstrating a strong knowledge of mortgage, business, and installment loan options, and providing a broad base of financial and credit services. Additionally, Relationship Bankers are expected to assist other departments as needed, build a great rapport...Flexible hours
$23 - $24 per hour
...and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB's branches offer many opportunities...Local areaFlexible hoursAfternoon shift$20 per hour
...Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential...Full timeTemporary workWork at office$24.52 - $37.5 per hour
...Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable...Hourly payDay shift$22 per hour
...more than just a phrase. It is a mindset that shapes how we empower each other and our members to take control, grow, and thrive financially. Our culture is built on beliefs that guide how we show up every day. We focus on being member - obsessed, radically transparent,...Hourly pay16 hoursTemporary workWeekend workAfternoon shift- ...Personal Banker Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our culture is about our people, the ones...Full time
$20.67 - $31.25 per hour
...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting...Hourly payWork experience placementFlexible hoursDay shift$100k - $185.5k
...of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Partners with the leadership team on strategic direction...Part timeLocal areaShift work$27 - $30 per hour
Personal Banker I In compliance with established policies and procedures, performs a broad variety of customer service and sales activities that promote long-term customer relationships. Assist customers with account problems and questions. Duties include initiating...Hourly pay16 hoursTraineeshipBank staffImmediate startFlexible hours$42k - $53k
...Areas of Interest: Consumer Banking Pay Transparency Salary Range: $42,000 - $53,000 Application Deadline: 03/08/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates...Local area$21 - $22 per hour
...customer relationships and salesmanship. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB's branches offer many...Local areaFlexible hoursAfternoon shift$140k - $180k
...At Vectra Bank, we're proud to serve the Rocky Mountain region with the strength of a large financial institution and the personal touch of a community bank. Recognized as a Top Workplace, we combine deep resources with attentive, relationship-driven service to support...Work experience placementLocal areaImmediate start$24.52 - $37.5 per hour
...Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable...Hourly payWork experience placementFlexible hoursDay shift$21 - $30 per hour
...Roving Associate Personal Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe...Work experience placementFlexible hours$61k - $119k
...Northwestern Mutual in Lakewood is seeking motivated individuals for the financial advisor position. This role allows you to build your own business while helping clients achieve their financial goals through personalized planning and relationship building. With performance...$125k
...Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and... ...to expand to other locations. If you are a CERTIFIED FINANCIAL PLANNER® professional, Certified Public Accountant, or Chartered Financial...$40k - $50k
...others by offering sound advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as a Financial Advisor. You’ll be positioned for a great career! Job Description The Financial Advisor is primarily responsible for providing...Temporary workWork at officeImmediate start- PNC Financial Services Group, Inc. is hiring a Personal Banker - Universal for their Commerce City branch. The role involves acquiring and deepening the customer base through proactive sales and service activities while managing the overall customer experience. Ideal candidates...
- U.S. Bank in Englewood is seeking a Client Relationship Consultant 2 to foster client relationships through proactive engagement. In this role, you will support customers via in-person and digital channels to address their banking needs and provide superior service. The...Part time
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