This job post has expired on August 13, 2026. It is likely that the position has already been filled.
Personal Financial Advisor at micro1
posted 3 months agoPersonal Financial Advisor (Private Wealth) | $80–110/hr | Worldwide Remote
We are seeking an experienced Personal Financial Advisor specializing in private wealth management to provide expert financial guidance to high-net-worth clients. This is a contractor role ideal for a seasoned professional with deep expertise in investment management, retirement planning, and tax-aware strategies.
Key Responsibilities
- Develop and implement comprehensive financial plans tailored to high-net-worth individuals and families
- Manage investment portfolios with a focus on growth, risk management, and tax efficiency
- Provide strategic retirement planning advice aligned with clients' long-term goals
- Design and execute tax-aware investment strategies to optimize client outcomes
- Build and maintain strong, trust-based client relationships through proactive communication
- Ensure full regulatory compliance across all advisory activities and client interactions
- Exercise sound judgment in complex financial decision-making scenarios
Required Skills & Qualifications
- Proven experience advising high-net-worth clients in a private wealth setting
- Strong expertise in financial planning, investment management, and retirement planning
- Proficiency in tax-aware strategies and portfolio optimization
- Excellent communication and client relationship management skills
- Deep understanding of regulatory compliance standards in financial services
- CFP (Certified Financial Planner) and/or CFA (Chartered Financial Analyst) designation strongly preferred
This is a fully remote contractor opportunity open to qualified candidates worldwide. Compensation ranges from $80 to $110 per hour based on experience and qualifications.