Private Wealth Advisor for AI-Driven Planning (Remote)

YO AI Labs; Los Angeles (CA); Remote; USD 82,656 - 137,760; Part time

Job summary

YO AI Labs is seeking a Personal Financial Advisor (Private Wealth) for a remote contractor role in the United States. You will apply your hands-on advisory experience to support high-net-worth clients and help train next-gen AI systems with real-world inputs.

Required credentials include CFP/CFA and 3+ years in private wealth management. You will translate complex financial concepts into clear, actionable steps while ensuring regulatory compliance and high-quality client service.

Qualifications

• 3+ years of hands-on experience in personal financial advisory or private wealth management.
• Ability to build trust with high-net-worth or mass affluent clients.
• Strong knowledge of financial planning, retirement planning, and debt management.
• Understanding of tax-aware strategies and regulatory frameworks.
• Excellent written and verbal communication skills for clear advice.
• Judgment and decision-making to handle high-impact client scenarios.
• CFP, CFA, or equivalent credential required.

Responsibilities

• Deliver personalized financial guidance across budgeting, investments, retirement, and debt management.
• Review client scenarios to inform AI-assisted financial planning tool development.
• Provide structured written feedback to improve AI outputs for advisors and clients.
• Explain complex financial concepts in a client-friendly way.
• Balance immediate needs with long-term planning considerations.
• Ensure guidance complies with current regulatory and industry best practices.
• Act as SME to ensure high-quality AI recommendations.

Skills

Personal financial advisory

Private wealth management

Client relationship building

Investment planning

Regulatory compliance

Financial communication

Tax-aware strategies

Decision making

Education

CFP/CFA credential

Job description

YO AI Labs is seeking a Personal Financial Advisor (Private Wealth) for a remote contractor role in the United States. You will apply your hands-on advisory experience to support high-net-worth clients and help train next-gen AI systems with real-world inputs.

Required credentials include CFP/CFA and 3+ years in private wealth management. You will translate complex financial concepts into clear, actionable steps while ensuring regulatory compliance and high-quality client service.