Remote Private Wealth Advisor & AI-Training Collaborator

YO AI Labs; Phoenix (AZ); Remote; USD 120,000 - 180,000; Part time

Job summary

YO AI Labs is seeking a Personal Financial Advisor (Private Wealth) to help design AI-assisted financial guidance remotely for US clients. You will apply your expertise in budgeting, investments, retirement planning, and debt management to inform AI training data and tooling.

In this contractor role, you will review client scenarios, provide clear written feedback, and ensure regulatory compliance while communicating complex concepts in a client-friendly way.

Qualifications

• 3+ years hands-on experience in personal financial advisory or private wealth management.
• Proven ability to build trust with high-net-worth or mass affluent clients.
• Deep knowledge of financial planning, investment management, retirement planning, and debt management.
• Solid grasp of tax-aware strategies and regulatory frameworks.
• Excellent written and verbal communication skills, with ability to translate complex advice.
• Exceptional judgment in high-impact client scenarios.
• CFP/CFA credential required or equivalent.

Responsibilities

• Deliver guidance on budgeting, investments, retirement, and debt management.
• Review client scenarios to inform AI-assisted planning tools.
• Provide clear written feedback to improve AI outputs.
• Explain complex financial concepts in a client-friendly way.
• Balance short-term needs with long-term planning considerations.
• Ensure guidance reflects regulatory compliance and best practices.
• Act as SME to ensure high-quality AI-advised output.

Skills

Financial planning

Investment management

Retirement planning

Debt management

Tax-aware strategies

Regulatory compliance

Written and verbal communication

Judgment

Education

CFP/CFA credential

Job description

YO AI Labs is seeking a Personal Financial Advisor (Private Wealth) to help design AI-assisted financial guidance remotely for US clients. You will apply your expertise in budgeting, investments, retirement planning, and debt management to inform AI training data and tooling.

In this contractor role, you will review client scenarios, provide clear written feedback, and ensure regulatory compliance while communicating complex concepts in a client-friendly way.