Remote Private Wealth Advisor — AI Planning Specialist

YO AI Labs; Boston (MA); Remote; USD 90,000 - 130,000; Part time

Job summary

YO AI Labs seeks a Personal Financial Advisor (Private Wealth) for a remote, US-only contractor role. You will apply your expertise to guide clients and shape AI-driven wealth management tools.

You will support high-net-worth and mass affluent clients with budgeting, investments, and retirement planning while ensuring regulatory compliance and clear, actionable guidance. This position helps design the next generation of AI-assisted financial advisory solutions.

Qualifications

• 3+ years hands-on personal financial advisory experience.
• Strong knowledge of retirement planning (401k, IRA) and debt management.
• Proven ability to build trust with high-net-worth clients.
• Regulatory and tax-aware financial planning knowledge.
• Excellent written and verbal communication skills.

Responsibilities

• Deliver personalized financial guidance across budgeting, investments, retirement, and debt.
• Review client scenarios to inform AI-assisted financial planning tools.
• Provide clear written feedback to improve AI outputs for advisors and clients.
• Explain complex financial concepts in client-friendly terms.
• Balance immediate needs with long-term planning using sound judgment.
• Ensure guidance reflects current regulatory and best-practice standards.
• Serve as SME to align AI outputs with industry standards.

Skills

Financial advisory

Private wealth management

Investment planning

Regulatory compliance knowledge

Excellent communication

Education

CFP or CFA credential

Job description

YO AI Labs seeks a Personal Financial Advisor (Private Wealth) for a remote, US-only contractor role. You will apply your expertise to guide clients and shape AI-driven wealth management tools.

You will support high-net-worth and mass affluent clients with budgeting, investments, and retirement planning while ensuring regulatory compliance and clear, actionable guidance. This position helps design the next generation of AI-assisted financial advisory solutions.