Private Wealth Financial Advisor — Remote, AI-Driven Planning

Weekday AI; United States; Teletrabalho; USD 110 000 - 152 000; Tempo parcial

Resumo da oferta

Weekday AI is seeking an experienced Personal Financial Advisor (Private Wealth) to help train and evaluate AI-driven financial planning tools. This remote, US-only contractor role leverages your real-world wealth management expertise to guide budgeting, investments, retirement planning, and risk management within fiduciary standards.

You will review realistic client scenarios, provide structured feedback, and translate complex concepts into actionable guidance for AI systems and advisory

Qualificações

• Minimum 3 years of professional experience in personal financial advisory, financial planning, or private wealth management.
• CFP, CFA, or equivalent credential required.
• Experience with retirement accounts (401(k), IRA, Roth IRA) and estate planning fundamentals helpful.

Responsabilidades

• Provide expert guidance on personal financial planning, including budgeting, investment strategies, retirement planning, wealth preservation, and debt management.
• Review and evaluate client financial scenarios to support AI-driven financial planning tools.
• Deliver clear, structured written feedback to improve AI-generated financial recommendations and advisory workflows.
• Translate complex financial concepts into practical, client-friendly guidance.
• Ensure recommendations align with fiduciary standards and regulatory requirements.
• Contribute subject matter expertise to improve AI systems designed for financial planning and wealth management.

Conhecimentos

Financial planning

Wealth management

Regulatory compliance

Client communication

Analytical skills

Formação académica

CFP or CFA credential

Descrição da oferta de emprego

Weekday AI is seeking an experienced Personal Financial Advisor (Private Wealth) to help train and evaluate AI-driven financial planning tools. This remote, US-only contractor role leverages your real-world wealth management expertise to guide budgeting, investments, retirement planning, and risk management within fiduciary standards.

You will review realistic client scenarios, provide structured feedback, and translate complex concepts into actionable guidance for AI systems and advisory