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Personal Financial Advisor (Private Wealth)

1 month, 3 weeks ago
United States
Contract
Mid Level
AI (Artificial Intelligence)
Artificial Intelligence and Machine Learning
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Construction & Engineering
11-50
Founded 2020
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Description

  • Provide expert guidance on personal financial planning, including budgeting, investment strategies, retirement planning, wealth preservation, and debt management.
  • Review and evaluate realistic client financial scenarios to support development of AI-driven financial planning tools.
  • Deliver clear, structured written feedback to improve AI-generated financial recommendations and advisory workflows.
  • Translate complex financial concepts into practical, client-friendly guidance.
  • Apply professional judgment to balance short-term financial priorities with long-term wealth management objectives.
  • Ensure recommendations align with regulatory requirements, fiduciary standards, and industry best practices.
  • Contribute subject matter expertise to improve AI systems for financial planning, investment advisory, and wealth management.

Requirements

  • Minimum 3 years of professional experience in personal financial advisory, financial planning, or private wealth management.
  • Experience advising individual, mass affluent, or high-net-worth clients.
  • Strong expertise in financial planning, investment management, retirement planning, estate planning fundamentals, and debt management.
  • Knowledge of 401(k), IRA, Roth IRA, and other retirement vehicles.
  • Understanding of tax-efficient investment strategies and regulatory frameworks governing personal financial advice.
  • Excellent written and verbal communication skills.
  • Strong analytical, problem-solving, and decision-making abilities in client-focused financial planning scenarios.
  • Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or equivalent financial planning credential required.
  • Experience at a wealth management firm, private bank, or financial advisory institution preferred.
  • Familiarity with AI-powered financial planning platforms, digital advisory tools, or financial technology solutions preferred.

Benefits

  • $80-$110/hour pay.
  • Remote work.
  • Contractor role.
  • US-only position.

Interested in this position?

Apply directly on the company website

Apply Now

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