Remote Private Wealth Advisor & AI-Driven Planning Expert

YO AI Labs; North Carolina; Remote; USD 120,000 - 180,000; Part time

Job summary

YO AI Labs is seeking a Personal Financial Advisor (Private Wealth) to join as a remote contractor in the United States. You will provide guidance on budgeting, investments, retirement planning, and debt management, tailored to high-net-worth clients, while ensuring regulatory compliance and clear communication.

You will also help shape AI-assisted financial planning tools by reviewing client scenarios and delivering structured feedback to improve advisor-focused AI outputs.

Qualifications

• 3+ years of hands-on personal financial advisory or private wealth experience.
• Proven ability to build trust with high-net-worth clients.
• Deep knowledge of financial planning, investments, retirement planning, and debt management.
• Tax-aware strategies and regulatory knowledge in personal finance.
• Excellent written and verbal communication; translate advice clearly into steps.
• Strong judgment in high-impact client scenarios.
• CFP, CFA, or equivalent credential required.

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 AI-assisted planning tools.
• Provide clear, structured written feedback to enhance AI systems’ ability to support advisors and end clients.
• Communicate complex financial concepts in a client-centric, easily understandable way.
• Utilize strong judgment to balance immediate financial needs with long-term planning.
• 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.

Skills

3+ years experience

Trust with HNW clients

Financial planning knowledge

Tax-aware strategies

Written and verbal communication

Judgment in high-impact scenarios

CFP/CFA credential

Education

CFP/CFA credential

Job description

YO AI Labs is seeking a Personal Financial Advisor (Private Wealth) to join as a remote contractor in the United States. You will provide guidance on budgeting, investments, retirement planning, and debt management, tailored to high-net-worth clients, while ensuring regulatory compliance and clear communication.

You will also help shape AI-assisted financial planning tools by reviewing client scenarios and delivering structured feedback to improve advisor-focused AI outputs.