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• Micro1

  

  Remote Financial Advisor (CFA or CFP)

  1 month ago

  South Houston

  $80 - $110/hourpayfinancial 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.

• Micro1

  

  Remote Personal Financial Advisor (Private Wealth)

  1 month ago

  South Houston

  $80 - $110/hourpayfinancial planninginvestment managementretirement planningtax-aware strategiesclient relationship managementcommunicationregulatory compliancehigh-net-worth client advisingjudgment and decision-makingcertified financial planner (cfp)Certified Financial Advisor (CFA)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. Job Title: Personal Financial Advisor (Private Wealth) 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: • Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management., • Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools., • Provide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients with diverse financial needs., • Communicate complex financial concepts in a client-centric, easily understandable way., • Utilize strong judgment to balance immediate financial needs with long-term planning considerations., • Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management., • Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: • 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients., • Proven ability to build trust and rapport with high-net-worth or mass affluent clients., • Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management., • Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance., • Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps., • Exceptional judgment and decision-making capability in high-impact client scenarios., • CFP, CFA, or equivalent credential required. Preferred Qualifications: • Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking., • Exposure to AI-assisted financial planning tools or processes (helpful but not required)., • Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity. Join our customer’s team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow’s advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.

• Robert Half

  

  Accounts Payable Clerk

  16 days ago

  South Houston

  Job DescriptionWe are looking for an Accounts Payable Clerk to support day-to-day payment operations for a busy team in Houston, Texas. This Long-term Contract position is ideal for someone who is highly organized, detail-oriented, and comfortable managing invoice activity with accuracy and consistency. The person in this role will help maintain timely vendor payments, strong financial records, and dependable accounts payable support. Responsibilities: • Review incoming invoices for completeness, accuracy, and proper approval before processing, • Assign the correct accounting codes to invoices and enter payment details into the accounts payable system, • Prepare and support regular check runs to ensure vendors are paid on schedule, • Match invoices with related documentation and resolve discrepancies in a timely manner, • Maintain organized payment records and accounts payable files for audit and reporting purposes, • Communicate with internal teams and vendors to address invoice questions, payment status updates, and missing information• Previous experience in accounts payable or a closely related accounting support role, • Working knowledge of invoice coding, invoice entry, and payment processing procedures, • Experience assisting with check runs and routine vendor payment activities, • Strong attention to detail with the ability to identify and correct discrepancies, • Comfortable using accounting software and standard Microsoft Office applications, • Effective written and verbal communication skills for working with vendors and internal stakeholders

• First National Bank Texas

  

  Bilingual Sr Personal Banker

  6 days ago

  South Houston

  Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follow the established policies in accordance with the bank and the supervisor's direction. Evaluate customer relationships, new and existing account holders, to offer bank products and services. Accountable for the personal achievement of monthly new account production as assigned by upper management. Participate in an active sales environment that may require in-store aisle prospecting. Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations. Receive cash and checks for deposit, verify amounts, and look for check endorsements. Examine cash carefully to guard against acceptance of counterfeit checks and identification. Enter transactions into computer and issue customer receipts. Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit. Process western union wires and cash advances. Cross-sell bank services and products. Provide bank services to a diverse customer base, including a large Spanish speaking population. Regular and predictable attendance and punctuality. Perform other tasks requested by supervisors as they relate to the bank and its functions. Approval limits will be based upon established authority levels. Required to stand or walk for extended periods of time dependent upon branch location. Ability to work in a high volume, stressful and noisy environment. Schedules are prepared based on business need and subject to change at any time. Operate a computer and other office machinery. Ability to lift up to 50 lbs. FNBT is an equal opportunity employer. Six months of accountable cash handling/transaction management in a retail or customer service environment. Successful completion of the FCBI Step Program for internal employees. Must be able to get along with co-workers and work effectively in a team environment. Must be able to work a flexible schedule including evenings, weekends, and holidays. Schedules are prepared based on business need and subject to change at any time. High school diploma, high school equivalency or currently attending high school. At least 18 years of age. Must successfully pass background investigation according to company policy. Must be bilingual in English/Spanish.

• TMX Finance Family of Companies

  

  Customer Service Representative (Bilingual)

  4 days ago

  Pearland

  The Community Choice Financial Family of Brands ("CCF" or the "Company"), is one of the largest consumer specialty finance organizations in the U.

• Amentum

  

  Join Our Talent Network Counter Threat Finance Analyst (Houston, TX)

  4 days ago

  Houston

  Conduct in-depth Counter Threat Finance (CTF) and Threat Finance Intelligence (TFI) analysis to disrupt and dismantle illicit financial activities. Background in Counter Threat Finance, Counter Narcotics, Counterterrorismand familiarity with intelligence disciplines such as HUMINT, SIGINT, or law en

• INSPYR Solutions

  

  Manufacturing Controller Hands-On Finance Leader

  5 days ago

  Houston

  The ideal candidate should have a Bachelor's in Accounting or Finance and 5 to 10 years of progressive accounting experience.

• KeyStaff Professionals

  

  Manufacturing Controller Lead Finance & Operations

  5 days ago

  Houston

  A leading staffing company is seeking an experienced Controller to oversee financial operations.This role requires a minimum of 5 years in a manufacturing environment and strong leadership skills.Responsibilities include managing accounting functions, preparing financial reports, and ensuring compli