Private Wealth Advisor: AI-Driven Planning (Remote)

YO AI Labs; Illinois; Remote; USD 90,000 - 130,000; Full time

Job summary

YO AI Labs seeks a Personal Financial Advisor (Private Wealth) contractor to help shape AI-assisted financial advisory solutions for high-net-worth clients. You will bring 3+ years of hands-on wealth management experience, delivering tax-aware strategies with clear, actionable guidance while ensuring regulatory compliance.

You will collaborate with AI training teams to translate complex financial concepts into client-centric outputs, influencing how models reason and advise.

Qualifications

• 3+ years of hands-on experience in personal financial advisory or private wealth management.
• Ability to build trust and rapport with high-net-worth or mass affluent clients.
• Experience with tax-aware strategies and regulatory frameworks relevant to personal finance.

Responsibilities

• Deliver personalized financial guidance spanning budgeting, investment planning, retirement strategies, and debt management.
• Review and assess realistic client scenarios to inform the development of 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.

Skills

Financial advisory

Client relationship

Wealth management

Tax strategies

Regulatory knowledge

Communication skills

CFP/CFA

Job description

YO AI Labs seeks a Personal Financial Advisor (Private Wealth) contractor to help shape AI-assisted financial advisory solutions for high-net-worth clients. You will bring 3+ years of hands-on wealth management experience, delivering tax-aware strategies with clear, actionable guidance while ensuring regulatory compliance.

You will collaborate with AI training teams to translate complex financial concepts into client-centric outputs, influencing how models reason and advise.