Private Wealth Advisor & AI Training Consultant (Remote)

YO AI Labs; San Jose (CA); Remote; USD 82,656 - 151,536; Full time

Job summary

YO AI Labs seeks a Personal Financial Advisor (Private Wealth) to help train next-generation AI systems with real-world wealth management expertise. The role focuses on private wealth guidance, retirement, and tax-aware strategies while maintaining client-centric clarity and regulatory compliance.

Applicants should have 3+ years in personal financial advisory, a track record with high-net-worth clients, and credentials such as CFP or CFA.

Qualifications

• 3+ years of hands-on experience in personal financial advisory or private wealth management.
• Proven ability to build trust with high-net-worth or mass affluent clients.
• Deep knowledge of financial planning, investment management, retirement planning, and debt management.
• Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance.
• Excellent written and verbal communication skills, translating complex advice into clear steps.
• Exceptional judgment and decision-making in high-impact client scenarios.
• CFP, CFA, or equivalent credential required.

Responsibilities

• Deliver personalized, actionable financial guidance spanning budgeting, investments, retirement planning, and debt management.
• Review and assess client scenarios to inform AI-assisted financial planning tools development.
• Provide clear, structured written feedback to enhance AI outputs for advisors and clients.
• Communicate complex financial concepts in a client-centric, understandable way.
• Balance short-term needs with long-term planning considerations using sound judgment.
• Ensure 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.

Skills

Financial planning

Investment management

Retirement planning

Tax strategies

Client communication

Regulatory knowledge

Judgment

Education

CFP or CFA credential

Job description

YO AI Labs seeks a Personal Financial Advisor (Private Wealth) to help train next-generation AI systems with real-world wealth management expertise. The role focuses on private wealth guidance, retirement, and tax-aware strategies while maintaining client-centric clarity and regulatory compliance.

Applicants should have 3+ years in personal financial advisory, a track record with high-net-worth clients, and credentials such as CFP or CFA.