Personal Financial Advisor remote job
The Personal Financial Advisor job is a contract role for experienced one-on-one financial advisors in North America or Latin America. You would review personal financial planning scenarios, assess investment and retirement recommendations, and compare approaches with another expert, in a project about individual financial wellness.
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Role facts, as shown on the listing
- Pay
- $90–$110 per hour
- Taken from the listing's pay field; the written description does not repeat a rate.
- Our arithmetic on the listed ranges: the midpoint here is $100 an hour, the second highest of the 6 Finance roles on this site; midpoints there run from $45 to $250.
- Hours
- Not stated in the listing
- Location
- North America and Latin America
- Contract
- Contractor
- Openings
- 45 (as listed)
- Listed
- 5 Nov 2026
- Checked
- 6 Nov 2026
- Field
- Finance
- Personal financial planning
- Investment strategies
- Regulatory compliance
- Written and verbal communication
- Analytical skills
What the work involves
- Review financial planning scenarios based on your experience advising individual clients.
- Evaluate investment strategies, retirement plans and recommendations tailored to individual needs.
- Analyze situations involving savings, investments, debt management, tax planning and long-term goals.
- Check planning material for accuracy, regulatory compliance and industry best practice, and explain concepts clearly in writing and speech.
- Work with another financial expert to compare approaches and recommendations.
Before you apply: what the listing asks for
Listed as preferred
- Professional experience working one-on-one with individual clients or families as a financial advisor, planner, wealth manager or investment advisor.
- Strong knowledge of retirement, investments, tax and estate planning and wealth management, with hands-on experience building personalized plans.
- Experience assessing a client's finances, risk tolerance and objectives, plus a good grasp of financial products, portfolio management, asset allocation and regulation.
- Clear communication and comfort collaborating with a partner expert during overlapping North American or Latin American time zones.
The listing sets no separate list of required qualifications.
Who this is not for
Not a fit if you have no one-on-one advisory experience or cannot work in North American or Latin American time zones; the listing pairs experts and expects overlapping availability.
Questions about this role
Do I work alone?
No. The engagement matches experienced professionals in pairs, and the scope has you collaborate with another financial expert.
What does the Personal Financial Advisor job pay?
The listing's pay field shows $90 to $110 per hour. The description states no rate or weekly hours.
Which time zones does it expect?
Overlapping North American or Latin American time zones, according to the preferred qualifications.
Source: the role's job listing on micro1. Facts were checked on 6 Nov 2026; the description above is condensed and reworded by us. Confirm details on the original listing before you apply.