Compensation: $80–$110/hr
Location: Remote
Type: Contract
Category: Finance
As a Personal Financial Advisor specializing in Private Wealth, you will leverage your financial expertise to influence the development of next-generation AI systems. Your insights will be instrumental in shaping how these models learn and perform, ensuring they provide high-quality, actionable financial guidance to clients. This role offers a unique opportunity to apply your domain knowledge in a cutting-edge environment, with no prior AI experience required.
Deliver personalized, actionable financial guidance covering 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 enhance AI systems' capabilities in supporting advisors and clients with diverse financial needs.
Communicate complex financial concepts in a client-centric and easily understandable manner.
Utilize strong judgment to balance immediate financial needs with long-term planning considerations.
Ensure all guidance adheres to 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.
Several 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 understanding of tax-aware strategies and regulatory frameworks relevant to personal finance.
Excellent written and verbal communication skills, with the 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.
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 technical accuracy with client-centric clarity.
Join our team and utilize your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role provides the opportunity to significantly impact how future advisors and clients make informed financial decisions through your expert input and real-world experience.
