Remote Private Wealth Advisor — AI-Ready Financial Expert

YO AI Labs; Chicago (IL); Remote; USD 83,000 - 165,000; Full time

Job summary

YO AI Labs seeks a Personal Financial Advisor (Private Wealth) to join our remote contractor team. You will provide high‑quality guidance for budgeting, investments, retirement, and debt management, while helping train next‑gen AI systems with real‑world input.

You will translate complex concepts for high‑net-worth and mass affluent clients, ensure regulatory compliance, and contribute to AI tools that improve how advisors and clients decide. CFP/CFA credentials and 3+ years’ experience required.

Qualifications

• 3+ years of hands-on experience advising individuals.
• Ability to build trust with high-net-worth or mass affluent clients.
• Deep knowledge of financial planning, investments, retirement planning, and debt management.
• Understanding of tax-aware strategies and regulatory frameworks.
• Excellent written and verbal communication; translate complex advice clearly.
• Strong judgment and decision-making in high-impact scenarios.
• CFP, CFA, or equivalent credential required.

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 considerations.
• Ensure guidance complies with current regulations and best practices.
• Serve as SME to ensure AI outputs reflect high-quality advice.

Skills

Client advisory

Relationship building

Financial planning

Investment management

Retirement planning

Tax strategies

Regulatory knowledge

Communication skills

Decision making

CFP/CFA

Job description

YO AI Labs seeks a Personal Financial Advisor (Private Wealth) to join our remote contractor team. You will provide high‑quality guidance for budgeting, investments, retirement, and debt management, while helping train next‑gen AI systems with real‑world input.

You will translate complex concepts for high‑net-worth and mass affluent clients, ensure regulatory compliance, and contribute to AI tools that improve how advisors and clients decide. CFP/CFA credentials and 3+ years’ experience required.