Private Wealth Advisor for AI-Driven Planning (Remote)

YO AI Labs; Boston (KY); On-site; USD 60,000 - 120,000; Full time

Job summary

YO AI Labs is seeking a Personal Financial Advisor for a remote contractor role to guide high-net-worth and mass affluent clients with comprehensive financial planning, retirement, investments, and debt strategies.

You will translate complex financial concepts into clear, actionable steps and provide written feedback to help train AI systems, while ensuring up-to-date regulatory compliance and high-quality, advisory-standard outputs.

Qualifications

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

Responsibilities

• Deliver personalized financial guidance spanning budgeting, investments, retirement planning, and debt management.
• Review client scenarios to inform AI-assisted planning tools.
• Provide clear written feedback to improve AI outputs for advisors and clients.
• Communicate complex concepts in a client-centric, understandable way.
• Balance immediate needs with long-term planning considerations.
• Ensure guidance reflects regulatory compliance and best practices.

Skills

Personal financial advisory

Private wealth management

Regulatory compliance

Communication skills

Judgment and decision making

Education

CFP certification

CFA certification

Tools

AI planning tools

Job description

YO AI Labs is seeking a Personal Financial Advisor for a remote contractor role to guide high-net-worth and mass affluent clients with comprehensive financial planning, retirement, investments, and debt strategies.

You will translate complex financial concepts into clear, actionable steps and provide written feedback to help train AI systems, while ensuring up-to-date regulatory compliance and high-quality, advisory-standard outputs.