Personal Financial Advisor (Private Wealth)

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.