Personal Financial Advisor
Micro1
Financial Analyst Job Title: Financial Analyst Job Type: Full-time or Part-time, Contract Location: Remote Job Summary 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. Key Responsibilities Analyze complex financial data to identify key trends and provide actionable insights for strategic decision‑making. Lead the evaluation of embedded finance opportunities and contribute to advisory on investment strategies. Develop predictive financial models and dynamic visualizations using up‑to‑date analytics platforms. Conduct thorough market and industry research, synthesizing information from diverse sources to inform business recommendations. Communicate findings and strategic recommendations clearly in both written reports and verbal presentations to stakeholders. Stay ahead of the latest trends in the Asian economy, embedded finance, and digital financial solutions. Collaborate with cross‑functional teams to translate analytical results into business outcomes. Required Skills and Qualifications Bachelor’s degree in Finance, Economics, or related field. Professional certification (CFA, CIIA, CMA) or proven experience as a financial analyst in a leading finance institution. Strong proficiency in financial data analysis, predictive analytics, and visualization tools (e.g., Power BI, Tableau, Python or R). Demonstrated experience in investment strategy and advisory, particularly within embedded finance contexts. Exceptional written and verbal communication skills, with a keen eye for detail and clarity. Advanced online research capabilities and ability to synthesize diverse financial information rapidly. Experience working in or with Asia, with a solid understanding of regional financial markets and economic drivers. Preferred Qualifications Previous experience at an MBB (McKinsey, BCG, Bain) firm or a major financial institution. Familiarity with digital finance platforms and emerging fintech trends in the Asian market. Based in Asia, or extensive prior exposure to the Asian economic landscape. About micro1 micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject‑matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real‑world expertise into high‑quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high‑quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. #J-18808-Ljbffr
- ...Financial Analyst Job Title: Financial Analyst Job Type: Full-time or Part-time, Contract Location: Remote Job Summary In this role, you’ll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and...SuggestedFull timeContract workPart timeRemote work
$41.71k - $65k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ..., and risk guidelines.Makes credit recommendations for personal lending transactions, including home financing, in accordance...SuggestedContract workPart timeLocal areaImmediate startDay shift$17 - $28.96 per hour
...this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their... ...Open new accounts and build lasting relationships through personalized service. Partner with specialists across insurance, mortgage...SuggestedHourly payImmediate start- ..., insurance options, and securing appropriate solutions. Achieving assigned goals Providing members with sound guidance for their financial needs and referring as needed to partnering teams (i.e. Financial Well-being, Mortgage Lending, Investment Services, Treasury Management...SuggestedFull timeTemporary workWork at officeFlexible hours
- ...needs. Identify opportunities to recommend products and services that support customers' financial wellness. Open new accounts and build lasting relationships through personalized service. Partner with specialists across insurance, mortgage, and other teams to provide...Suggested
- ...to investing in their growth and development. The Personal Banker I plays a key role in driving new customers and business... ...for Nicolet and your branch, serving as a trusted financial advisor who reflects Nicolet's culture, values, and commitment to exceptional...Temporary workWork at officeLocal area
$17 - $28.96 per hour
...this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their... ...Open new accounts and build lasting relationships through personalized service. Partner with specialists across insurance, mortgage...Hourly payImmediate start- ...Are you ready to take your financial services expertise to an environment where you’re valued... ...to harmonize professional and personal pursuits. Design your work style on your... ...Registrations Experience as a financial advisor or wealth management professional. Proven...Remote workFlexible hours
- ...Overview The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating... ...you sell The look and feel of an independent advisor—with the benefits of being an employee Three...
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique...Work at office- ...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and...
- ...Mercer Advisors is seeking a Wealth Advisor to deepen client relationships and grow their practice through referrals. This role focuses on providing advanced financial planning and solutions, supported by a dedicated Sales team, all while ensuring compliance and client...
- ...About the Role LearnLux is looking for a Financial Planner located in Puerto Rico to join our team on a contractor basis. Leveraging... ...approach will help employees prepare for and accomplish their personal and financial goals. This role is 100% remote within Puerto Rico...For contractorsLocal areaRemote work
- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in De Pere, WI. You will engage with clients to understand their financial objectives and provide tailored advice across investments, retirement planning, and wealth management...
- ...Magellan Health is seeking a dedicated Counselor to provide personal financial counseling services to military service members and their families. The role requires a bachelor's degree and 3+ years of relevant experience. Counselors will assist with financial management...
- ...Associated Bank seeks a Virtual Financial Advisor to deepen client relationships by conducting investment reviews, identifying opportunities... ..., and consultative sales via phone, video, and occasional in-person meetings. The position offers a strong development path for growth...
- ...Wisconsin, is seeking dedicated individuals for a work-from-home financial services position. Join a team committed to protecting... ...values integrity. We offer flexibility and opportunities for personal and professional growth. If you have a genuine desire to make...Start working todayWork from home
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...to accelerate trust and create personalized, comprehensive strategies to help clients...Work at officeWork from homeHome officeFlexible hours- ...WealthBridge Financial Group is seeking a Financial Consultant to work closely with clients to understand their financial objectives and provide tailored advice aligned with their goals. You will leverage analytics to assess needs and develop effective action plans, collaborating...
- ...Health is looking for a full-time Patient Account Representative in Green Bay, Wisconsin. This role involves counseling patients on financial options and establishing payment arrangements while maintaining respectful relationships. The ideal candidate will have strong...Full time
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique...Full timeContract workFor contractorsWork at office- ...career. Make an impact providing expert financial advice with heart. Thrivent is a... ..., and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you... ...lives of service and faith. Provide personal, actionable and achievable advice and connect...
- Universal Banker# Universal BankerGreen Bay - Green Bay, WI 54304## OverviewPosition TypeFull Time## Description**Description**Join Fortifi Bank, where you can make a real impact as a **Universal Banker** and be part of our mission of "Growin' Wisconsin!" We value the ...Local area
- ...people helping people-while building futures, confidence, and financial wellness along the way. As a Senior Universal Banker at our... ...expert support on accounts, loans, digital banking tools, and personalized financial solutions. Mentor and support Universal Bankers , helping...Work at officeLocal area
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...culture to ensure that you experience personal and professional growth in this program.... ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications...Full timeInternshipLocal areaFlexible hours- ...A leading financial services company in Green Bay is looking for motivated individuals to join as independent agents. You will receive comprehensive training, flexible work schedules, and support to help achieve your career goals while assisting clients. Ideal candidates...Remote workWork from homeFlexible hours
- ...on delivering thoughtful, high-quality financial guidance to our clients. In this paraplanner... ..., and working directly with clients and advisors. From planning strategy to investment... ...atmosphere of professionalism marked by a personal touch. We believe in creating an...Work at office
$85k - $145k
...Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors... ...helping families amplify and simplify their financial lives by integrating financial planning,... ...Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- Chief Banking Officer (CBO), Community Banking About the Company Respected community bank group Industry Banking Type Privately Held About the Role The Company is seeking a Chief Banking Officer (CBO) to join its Executive Leadership Team. The CBO...
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