Private Wealth Advisor & AI Training Consultant

YO AI Labs; Chicago (IL); Remote; USD 90,000 - 120,000; Full time

Job summary

YO AI Labs is seeking a Personal Financial Advisor (Private Wealth) on a contract basis. Remote work from the US is available to qualified candidates.

You will apply your domain expertise to advise high-net-worth clients and help train next-generation AI systems with real-world input. You will guide budgeting, investment planning, retirement strategies, and debt management, while ensuring regulatory compliance and delivering clear, actionable insights to support AI development and client

Qualifications

• 3+ years in personal financial advisory or private wealth management.
• Strong knowledge of wealth planning, investment management and tax strategies.
• CFP or CFA credential required.

Responsibilities

• Deliver personalized financial guidance across budgeting, investment planning, retirement and debt management.
• Review client scenarios to inform AI-assisted tools and models.
• Provide clear written feedback to enhance AI outputs for advisors and clients.
• Explain complex concepts in a client-centric, accessible manner.
• Ensure compliance with current regulatory standards in private wealth management.
• Act as SME to align AI advice with industry best practices.

Skills

Financial planning

Private wealth management

Client relationship building

Retirement planning

Education

CFP/CFA

Job description

YO AI Labs is seeking a Personal Financial Advisor (Private Wealth) on a contract basis. Remote work from the US is available to qualified candidates.

You will apply your domain expertise to advise high-net-worth clients and help train next-generation AI systems with real-world input. You will guide budgeting, investment planning, retirement strategies, and debt management, while ensuring regulatory compliance and delivering clear, actionable insights to support AI development and client