Private Wealth Advisor for AI-Driven Planning (Remote)

YO AI Labs; San Jose (CA); Remote; USD 103,000 - 248,000; Full time

Job summary

YO AI Labs is seeking a Personal Financial Advisor (Private Wealth) contractor to help design and test AI-assisted financial guidance for high-net-worth clients. You will apply your domain expertise to shape how models learn, reason, and provide actionable recommendations while maintaining strict regulatory standards.

This role rewards clear communication, robust financial planning skills, and the ability to translate complex financial concepts into practical steps for clients and automated

Qualifications

• 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients.
• Proven ability to build trust and rapport with high-net-worth or mass affluent clients.
• Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management.
• Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance.
• Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps.
• Exceptional judgment and decision-making capability in high-impact client scenarios.

Responsibilities

• Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management.
• Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools.
• Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs.
• Communicate complex financial concepts in a client-centric, easily understandable way.
• Utilize strong judgment to balance immediate financial needs with long-term planning considerations.
• Ensure all 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 aligned with industry standards.

Skills

Financial planning

Investment management

Retirement planning

Tax strategies

Regulatory knowledge

Client communication

Judgement

Relationship building

Education

CFP, CFA or equivalent credential

Job description

YO AI Labs is seeking a Personal Financial Advisor (Private Wealth) contractor to help design and test AI-assisted financial guidance for high-net-worth clients. You will apply your domain expertise to shape how models learn, reason, and provide actionable recommendations while maintaining strict regulatory standards.

This role rewards clear communication, robust financial planning skills, and the ability to translate complex financial concepts into practical steps for clients and automated