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Personal Financial Advisor (Private Wealth). Provide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients with diverse financial needs. Join our customer’s team and leverage your expertise to help design the next generation of AI-assisted fin

financial planningbudgetingretirement planningdebt managementrisk managementcfp certificationcompliancewritten communicationverbal communicationclient relationship managementfinancial problem-solvingfiduciary standardholistic financial coachingmentoringworkflow/process developmentmicro1 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. Job Title: Financial Advisor (CFA or CFP) Job Type: Contractor - US ONLY 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: • Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households., • Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families., • Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points., • Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates)., • Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication., • Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance)., • Contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising. Required Skills and Qualifications: • 3+ years of hands-on, client-facing experience providing holistic financial planning to mainstream households in roles such as Financial Advisor, Wealth Advisor, or Personal Financial Consultant., • Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis)., • CFP® certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work., • Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts., • Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service., • Experience mentoring others, developing workflows, or standardizing planning processes., • Comfort working asynchronously and independently in a remote setting. Preferred Qualifications: • Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms., • Background designing or improving standardized planning processes or digital advisory journeys., • Familiarity with personal finance apps, digital advice platforms, or AI-driven tools and a strong interest in innovation within the advisory space.

Liberty Mutual Insurance is a leading global insurer committed to helping people live safer, more secure lives. Within our Personal Lines business, we partner with independent agents across the United States to deliver a broad portfolio of property and casualty solutions. We value a diverse, inclusive workforce and offer meaningful work where your expertise directly impacts growth, customer experience, and the communities we serve. As a Senior Territory Manager, you will drive profitable premium growth across an assigned territory by building strong, consultative partnerships with independent agents. This role is critical to expanding market share through strategic agency management, collaboration with underwriting and internal partners, and disciplined execution of Personal Lines growth initiatives. Key Responsibilities • Own and manage an assigned territory, driving profitable growth in alignment with financial and operational goals., • Lead all aspects of agency management, including prospecting, onboarding, business planning, engagement, training, and optimization., • Build and maintain strong, in-person relationships with agency owners, leaders, and frontline teams., • Act as a trusted advisor by delivering product expertise, underwriting appetite guidance, system training, and support for retention and new business growth., • Develop and execute territory and agency strategies to achieve direct written premium, profitability, and new business objectives., • Ensure high-quality new business flow, appropriate book mix, and effective risk management across the territory., • Partner closely with underwriting, product management, claims, and risk control to identify opportunities, resolve issues, and share market and competitor insights., • Collaborate with Personal Lines and Business Lines counterparts on shared agency relationships to ensure a coordinated approach., • Leverage internal data, tools, and programs to drive agency performance, production, and profitability., • Provide leadership, mentoring, and thought partnership to peers while contributing to continuous improvement initiatives. Preferred Experience • Experience managing independent insurance agencies within Personal Lines (property and casualty strongly preferred)., • Proven success driving profitable growth, new business development, and agency performance within a defined territory., • Strong understanding of underwriting principles, risk selection, and portfolio management., • Demonstrated ability to influence and collaborate with cross-functional partners without direct authority., • Experience developing and executing strategic business or territory plans., • Strong consultative selling, relationship-building, and presentation skills., • Ability to analyze performance data and translate insights into actionable strategies., • Willingness to travel regularly within the assigned territory. Why Liberty Mutual At Liberty Mutual, we're committed to creating a workplace where people feel supported, empowered, and able to do their best work. Our purposehelping people live safer, more secure livesguides everything we do, including how we invest in our employees. We offer a competitive total rewards package designed to support your health, well-being, and financial future, which may include: • Competitive pay and performance-based incentive opportunities, • Comprehensive health and wellness benefits starting on day one, • Retirement benefits, including a 401(k) plan with company match, • Generous paid time off, holidays, and paid volunteer time, • Career development, learning, and growth opportunities across the enterprise, • Flexible work arrangements that support work-life balance, • An inclusive culture that values diversity, equity, and belonging At Liberty Mutual, you'll find more than a job - you'll build a career with purpose, backed by a company that invests in your success and the communities we serve. • Bachelors Degree or equivalent industry experience., • Minimum six years of progressively more responsible insurance sales and management work experience., • Advanced knowledge of company services, products, marketing techniques, insurance contracts, risk funding and rating plans, and industry trends., • Proven track record of revenue growth and sales success in a prior role., • Proven success in developing and building partnerships, decision making and problem solving., • Advanced knowledge of the business including production management, claims, loss prevention, underwriting, administration, sales operations and agency business operations., • Highly effective written and oral communication skills, including presentation, persuasion, timing, tact and negotiation skills., • High degree of customer focus, interpersonal relationship skills and problem solving., • Advanced analytical thinking, business analytics and business development skills., • Strong time management and team orientation skills., • Well versed understanding of marketing principles., • Must be licensed by the state if required., • Ability to travel daily with occasional overnight travel., • Appropriate driving record required to operate a company vehicle. Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. • California, • Los Angeles Incorporated, • Los Angeles Unincorporated, • Philadelphia, • San Francisco

Financial Advisor page is loaded## Financial Advisorremote type: Onsite Positionlocations: Tonawanda, NYtime type: Full timeposted on: Posted Todayjob requisition id: R84724# Overview:Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business

A leading financial services firm in the Town of Tonawanda is seeking a dedicated Wealth Manager to build client relationships and provide personalized financial strategies.

KeyCorp’s Williamsville, NY branch seeks a Personal Banker to engage clients, uncover financial needs, and provide tailored guidance and solutions.

Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financia

Responsibilities include opening accounts, providing tailored financial solutions, and ensuring compliance with bank policies.

Responsibilities Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development: Understand clients’ financial objectives and risk tolerance to devise personalized st

We're seeking a licensed banker or early-career advisor to grow within the Western NY marketpartnering with a top-producing Senior Advisor while building your own book through a strong referral network. Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, adviso

Liberty Mutual Insurance is a leading global insurer committed to helping people live safer, more secure lives. Within our Personal Lines business, we partner with independent agents across the United States to deliver a broad portfolio of property and casualty solutions. We value a diverse, inclusive workforce and offer meaningful work where your expertise directly impacts growth, customer experience, and the communities we serve. As a Senior Territory Manager, you will drive profitable premium growth across an assigned territory by building strong, consultative partnerships with independent agents. This role is critical to expanding market share through strategic agency management, collaboration with underwriting and internal partners, and disciplined execution of Personal Lines growth initiatives. Key Responsibilities • Own and manage an assigned territory, driving profitable growth in alignment with financial and operational goals., • Lead all aspects of agency management, including prospecting, onboarding, business planning, engagement, training, and optimization., • Build and maintain strong, in-person relationships with agency owners, leaders, and frontline teams., • Act as a trusted advisor by delivering product expertise, underwriting appetite guidance, system training, and support for retention and new business growth., • Develop and execute territory and agency strategies to achieve direct written premium, profitability, and new business objectives., • Ensure high-quality new business flow, appropriate book mix, and effective risk management across the territory., • Partner closely with underwriting, product management, claims, and risk control to identify opportunities, resolve issues, and share market and competitor insights., • Collaborate with Personal Lines and Business Lines counterparts on shared agency relationships to ensure a coordinated approach., • Leverage internal data, tools, and programs to drive agency performance, production, and profitability., • Provide leadership, mentoring, and thought partnership to peers while contributing to continuous improvement initiatives. Preferred Experience • Experience managing independent insurance agencies within Personal Lines (property and casualty strongly preferred)., • Proven success driving profitable growth, new business development, and agency performance within a defined territory., • Strong understanding of underwriting principles, risk selection, and portfolio management., • Demonstrated ability to influence and collaborate with cross-functional partners without direct authority., • Experience developing and executing strategic business or territory plans., • Strong consultative selling, relationship-building, and presentation skills., • Ability to analyze performance data and translate insights into actionable strategies., • Willingness to travel regularly within the assigned territory. Why Liberty Mutual At Liberty Mutual, we're committed to creating a workplace where people feel supported, empowered, and able to do their best work. Our purposehelping people live safer, more secure livesguides everything we do, including how we invest in our employees. We offer a competitive total rewards package designed to support your health, well-being, and financial future, which may include: • Competitive pay and performance-based incentive opportunities, • Comprehensive health and wellness benefits starting on day one, • Retirement benefits, including a 401(k) plan with company match, • Generous paid time off, holidays, and paid volunteer time, • Career development, learning, and growth opportunities across the enterprise, • Flexible work arrangements that support work-life balance, • An inclusive culture that values diversity, equity, and belonging At Liberty Mutual, you'll find more than a job - you'll build a career with purpose, backed by a company that invests in your success and the communities we serve. • Bachelors Degree or equivalent industry experience., • Minimum six years of progressively more responsible insurance sales and management work experience., • Advanced knowledge of company services, products, marketing techniques, insurance contracts, risk funding and rating plans, and industry trends., • Proven track record of revenue growth and sales success in a prior role., • Proven success in developing and building partnerships, decision making and problem solving., • Advanced knowledge of the business including production management, claims, loss prevention, underwriting, administration, sales operations and agency business operations., • Highly effective written and oral communication skills, including presentation, persuasion, timing, tact and negotiation skills., • High degree of customer focus, interpersonal relationship skills and problem solving., • Advanced analytical thinking, business analytics and business development skills., • Strong time management and team orientation skills., • Well versed understanding of marketing principles., • Must be licensed by the state if required., • Ability to travel daily with occasional overnight travel., • Appropriate driving record required to operate a company vehicle. Employees may apply for a new role after completing 12 months of employment in their current position. Employees should review all role requirements and apply only for positions for which they are eligible. Hiring processes may vary by country, including differences in procedures, requirements, and timelines. For country-specific details, please consult your local recruiting / HR team. Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. • California, • Los Angeles Incorporated, • Los Angeles Unincorporated, • Philadelphia, • San Francisco

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recommendat

As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospe

Bank Of America Financial Advisor. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Work

KeyBank in Lockport, NY is hiring a Personal Banker who will engage clients in meaningful conversations to support their financial wellness.

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Bank Of America Financial Advisor. Recommends banking and investments strategies that al

This role involves providing personalized financial services, generating client relationships, and aligning with FINRA guidelines. Cnb-Financial-Corporation in Niagara Falls is seeking a Wealth Partner.

Northwestern Mutual in Niagara Falls is seeking a Financial Advisor to start a business focused on helping clients achieve their financial goals. You'll build personalized financial plans and manage client relationships while enjoying the benefits of extensive training and mentorship.

Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Experience in financial services working with clients; in‑depth knowledge of investment products and services; track record of success. Preferred additional profess

Responsibilities Works with clients to plan their short and long‑term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with client

Lee, Nolan & Koroghlian, LLC in Niagara Falls, New York, is seeking a Financial Services Advisor. In this role, you will work closely with clients to assist them in achieving financial freedom while building a business that makes a positive impact on their lives.

Sanlam in South Africa invites an ambitious financial adviser to deliver professional advice and planning tailored to client needs.

Responsibilities Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with client f

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of cli

Holiday Financial Services Corporation in Niagara Falls is seeking a skilled Wealth Manager to provide personalized financial services.

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.You

BankOnBuffalo is seeking Universal Associates to welcome clients, assess banking needs, and recommend tailored financial solutions.

Advanced online research capabilities and ability to synthesize diverse financial information rapidly. Previous experience at an MBB (McKinsey, BCG, Bain) firm or a major financial institution. Lead the evaluation of embedded finance opportunities and contribute to advisory on investment strategies.

Are you driven by results, energized by face-to-face selling, and motivated by uncapped earning potential?.At Groundworks, North America's leader in foundation solutions, our outside sales representatives don't just sell a servicethey deliver real solutions that protect what matters most to our cust

Olde Towne Animal Hospital is seeking a dedicated and client-focused Veterinary Receptionist to join our team.This position is open to candidates who bring strong transferable experience from adjacent fields, including human medical or dental offices, urgent care clinics, emergency services, or high

Parts And Sales Representative.Are you passionate about helping customers keep their equipment running at peak performance? Milton CAT is looking for a Parts and Sales Representative to join our Power Systems team.In this field-based role, you'll help customers reduce operating costs and minimize do

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, a

Are you a driven sales professional who thrives in the field, values autonomy, and wants to be rewarded for performance? Milton CAT is seeking a results-oriented Outside Sales Representative to support our growing Forestry Equipment business across New York state.As the exclusive Caterpillar dealer

Medical Front Desk Receptionist.Hour Shifts; Monday-Friday (Between 7:00am-7:00pm).Organization: New York Cancer and Blood Specialists (NYCBS).Manage daily opening and closing procedures of the office.Welcome patients and visitors, ensuring a professional atmosphere.Assist with scheduling, appointme

Milton CAT is looking for a Rental Sales Professional in our Clifton Park or Syracuse, NY location.The Representative drives revenue within their designated market by developing business relationships and providing customer focused solutions to our customers for Power Generation, Compressed Air, and

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, a

Financial support to help obtain a degree.

As a global leader in precision measurement sensing technologies, VPG addresses an expanding array of applications in which accuracy, reliability, and repeatability make the difference.Whether it is in the design and safety of new generations of cars, trucks and planes, or optimizing advanced medica