Private Wealth Advisor for AI‑Driven Financial Planning

YO AI Labs; San Francisco (CA); Remote; USD 70,000 - 150,000; Part time

Job summary

YO AI Labs is seeking a Personal Financial Advisor (Private Wealth) for a remote contractor role. You’ll apply your expertise to train AI systems by providing high‑quality financial guidance to real client scenarios.

With 3+ years in personal advisory and CFP/CFA credentials, you’ll translate complex concepts into clear steps, ensure regulatory compliance, and help shape AI tools for advisors and end clients.

Qualifications

• At least 3 years advising individuals in private wealth.
• Ability to build trust with high-net-worth clients.
• Deep knowledge of financial planning, investments, retirement, and debt management.
• Strong grasp of tax-aware strategies and relevant regulations.
• Excellent written and verbal communication; translate complex advice into steps.
• Sound judgment in high-impact client scenarios.
• CFP or CFA credential required.

Responsibilities

• Deliver personalized, actionable financial guidance across budgeting, investments, retirement planning, and debt management.
• Review client scenarios to inform AI-assisted planning tools.
• Provide clear written feedback to improve AI outputs.
• Communicate complex financial concepts in client-friendly terms.
• Balance short-term needs with long-term planning considerations.
• Ensure guidance reflects up-to-date regulatory compliance and best practices.
• Act as SME to ensure AI outputs align with industry standards.

Skills

Personal financial advisory

Private wealth management

Client relationship management

Regulatory knowledge

Tax-aware planning

Communication skills

CFP/CFA

Job description

YO AI Labs is seeking a Personal Financial Advisor (Private Wealth) for a remote contractor role. You’ll apply your expertise to train AI systems by providing high‑quality financial guidance to real client scenarios.

With 3+ years in personal advisory and CFP/CFA credentials, you’ll translate complex concepts into clear steps, ensure regulatory compliance, and help shape AI tools for advisors and end clients.