Personal Financial Advisor Remote

Job Title: Personal Financial Advisor (Private Wealth)

Job Type: Contractor - US ONLY

Location: Remote

Job Summary: In this role youll 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 customers 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 tomorrows advisors and clients will make better financial decisionsthrough your expert input judgment and real-world experience.