Remote Private Wealth Advisor - AI-Driven Finance

YO AI Labs

Philadelphia (Philadelphia County)

Remote

USD 124,000 - 248,000

Full time

6 days ago

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Job summary

YO AI Labs is seeking a Personal Financial Advisor (Private Wealth) on a contractor basis to help train next-generation AI systems with real-world financial insights. You'll leverage your expertise in personal wealth management to shape how models learn, reason, and provide guidance, while ensuring compliance and clear client-centric communication.

4+ years of hands-on advisory experience and CFP/CFA credentials are required.

Qualifications

3+ years of hands-on experience in personal financial advisory or private wealth management.
Proven ability to build trust with high-net-worth or mass affluent clients.
Knowledge of financial planning, investment management, retirement planning, and debt management.
Tax-aware strategies and regulatory frameworks knowledge.
Clear written and verbal communication skills.
Strong judgment in high-impact client scenarios.
CFP, CFA, or equivalent credential required.

Responsibilities

Deliver personalized financial guidance for budgeting, investments, retirement, and debt management.
Inform AI development by reviewing client scenarios for advanced tools.
Provide structured written feedback to improve AI outputs in finance.
Explain complex financial concepts in client-friendly terms.
Balance immediate needs with long-term planning considerations.
Ensure guidance reflects up-to-date regulatory compliance and best practices.