Personal Financial Advisor (Private Wealth) | $80-$110/hr Remote
Overview
This role involves applying expertise in personal financial advising and private wealth management to help train next-generation AI systems. The contractor will deliver personalized financial guidance, review client scenarios, and provide structured feedback to improve AI-assisted financial planning tools. No prior AI experience is required; domain knowledge as a financial advisor is key.
What You'll Do5
- 1Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management
- 2Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools
- 3Provide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients
- 4Communicate complex financial concepts in a client-centric, easily understandable way
- 5Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management
Requirements4
- 1Several years of hands-on experience in personal financial advisory or private wealth management, advising individual clients
- 2Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management
- 3CFP, CFA, or equivalent credential required
- 4Excellent written and verbal communication skills with an ability to translate complex advice into clear, actionable steps
Who Should Apply
An experienced personal financial advisor or private wealth manager who holds a CFP or CFA credential and has a strong track record advising high-net-worth or mass affluent clients. Ideal candidates are comfortable working remotely on a contract basis and are excited to use their domain expertise to improve AI systems for the financial advisory industry.
Salary Insight
The pay range is $80-$110 per hour, remote contract.
Required Skills
Application Tip
Emphasize your CFP/CFA certification and experience with high-net-worth clients. In your application or interview, share a specific example of how you've tailored financial advice to balance short-term goals with long-term planning, as this aligns with the role's emphasis on judgment and client-centric clarity.