Private Wealth Advisor for AI-Driven Planning (Remote)

YO AI Labs; North Carolina; On-site; USD 120,000 - 180,000; Full time

Job summary

YO AI Labs in the United States is seeking a Personal Financial Advisor (Private Wealth) on a contractor basis to help train next‑generation AI systems. Your domain expertise will shape how models learn, reason, and respond to real‑world wealth questions.

You will deliver personalized guidance across budgeting, investments, retirement planning, and debt management, and review client scenarios to inform AI‑assisted financial planning tools.

Qualifications

• Must have 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.
• 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; ability to translate complex advice into actionable steps.
• Exceptional judgment and decision-making in high-impact client scenarios.
• CFP, CFA, or equivalent credential required.

Responsibilities

• Deliver personalized financial guidance across budgeting, investments, retirement planning, and debt management.
• Review client scenarios to inform AI-assisted planning tool development.
• Provide structured written feedback to improve AI systems.
• Communicate complex financial concepts in a client-centric, easily understandable way.
• Balance immediate financial needs with long-term planning considerations.
• Ensure all guidance reflects up-to-date regulatory compliance and best practices.
• Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice.

Skills

Client advisory experience

Wealth management knowledge

Regulatory compliance understanding

Communication skills

Decision making

Education

CFP/CFA credential

Job description

YO AI Labs in the United States is seeking a Personal Financial Advisor (Private Wealth) on a contractor basis to help train next‑generation AI systems. Your domain expertise will shape how models learn, reason, and respond to real‑world wealth questions.

You will deliver personalized guidance across budgeting, investments, retirement planning, and debt management, and review client scenarios to inform AI‑assisted financial planning tools.