Personal Financial Advisor (Private Wealth) – Remote (US Only) | Contract

Location: Remote (United States)

Job Type: Contract

About the Role

We are seeking experienced Personal Financial Advisors and Private Wealth Management professionals to support the development of next-generation AI-powered financial advisory solutions.

In this role, you will leverage your expertise in financial planning and wealth management to help train advanced AI systems using real-world financial scenarios. No prior AI experience is required—your financial advisory expertise is what matters.

Key Responsibilities

• Provide expert guidance on budgeting, investment planning, retirement strategies, and debt management.

• Review realistic client financial scenarios and provide structured feedback.

• Help improve AI-generated financial advice by ensuring accuracy and industry best practices.

• Communicate complex financial concepts in a clear, client-friendly manner.

• Apply sound judgment to balance short-term financial needs with long-term wealth planning.

• Ensure recommendations align with current regulatory and compliance standards.

• Serve as a subject matter expert to enhance AI-assisted financial planning.

Required Qualifications

• Several years of experience in Personal Financial Advisory or Private Wealth Management.

• Experience advising individual, mass affluent, or high-net-worth clients.

• Strong knowledge of:

  • Investment Management

  • Financial Planning

  • Retirement Planning (401(k), IRA, Roth IRA)

  • Debt Management

  • Tax-aware financial strategies

• Excellent written and verbal communication skills.

• Strong analytical and decision-making abilities.

• CFP, CFA, or equivalent certification is required.

Preferred Experience

Experience with one or more of the following organizations is highly preferred:

• Charles Schwab

• J.P. Morgan Private Bank / Asset Management

• Morgan Stanley Wealth Management

• Bank of America Merrill Lynch

• Chase Private Client

• Fidelity Investments

• Vanguard

• Edward Jones

• UBS

• Wells Fargo Advisors

Experience with AI-assisted financial planning tools is a plus but not required.

Why Join?

• 100% Remote (US Only)

• Flexible contract engagement

• Work on cutting-edge AI technology

• Collaborate with industry-leading experts

• Help shape the future of AI-assisted financial advisory

If you have a passion for helping clients make informed financial decisions and want to contribute your expertise to innovative AI solutions, we''''d love to hear from you.