Personal Financial Advisor (Private Wealth)

Job Title: Personal Financial Advisor (Private Wealth)

Job Type: Contractor

Location: Remote

Job Summary: As a Personal Financial Advisor (Private Wealth), 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:

1. Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management.
2. Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools.
3. Provide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients with diverse financial needs.
4. Communicate complex financial concepts in a client-centric, easily understandable way.
5. Utilize strong judgment to balance immediate financial needs with long-term planning considerations.
6. Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management.
7. Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards.

Required Skills and Qualifications:

1. Several years of hands-on experience in personal financial advisory or private wealth management, advising individual clients.
2. Proven ability to build trust and rapport with high-net-worth or mass affluent clients.
3. Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management.
4. Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance.
5. Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps.
6. Exceptional judgment and decision-making capability in high-impact client scenarios.
7. CFP, CFA, or equivalent credential required.

Preferred Qualifications:

1. Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking.
2. Exposure to AI-assisted financial planning tools or processes (helpful but not required).
3. 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.

Required Skills

• financial planning
• investment management
• retirement planning
• tax-aware strategies
• client relationship management
• communication
• regulatory compliance
• high-net-worth client advising
• judgment and decision-making
• certified financial planner (cfp)
• Certified Financial Advisor (CFA)