Remote Private Wealth Advisor & AI Training Expert

YO AI Labs; Dallas (TX); Remote; USD 120,000 - 170,000; Part time

Job summary

YO AI Labs seeks a Personal Financial Advisor (Private Wealth) to work remotely in the United States on a contractor basis. You will apply your expertise to guide high-net-worth clients through budgeting, investments, retirement planning, and debt management while helping to develop AI-assisted advisory tools.

Expect to translate complex financial concepts into clear, actionable steps, maintain up-to-date regulatory compliance, and leverage your judgment to balance short-term needs with

Qualifications

• 3+ years of hands-on experience in personal financial advisory or private wealth management.
• Experience advising high-net-worth or mass affluent clients.
• Credential CFP, CFA, or equivalent.

Responsibilities

• Deliver personalized financial guidance across budgeting, investing, retirement, and debt management.
• Inform AI tool development using realistic client scenarios.
• Provide structured written feedback to improve AI-assisted advisory outputs.
• Explain complex financial concepts in client-friendly terms.
• Balance immediate needs with long-term planning considerations.
• Ensure guidance complies with current regulations in private wealth management.
• Serve as SME to align AI outputs with industry standards.

Skills

Financial planning

Investment management

Retirement planning

Debt management

Tax-aware strategies

Regulatory knowledge

Client communication

High-net-worth advisory

CFP/CFA credential

Education

CFP/CFA credential

Job description

YO AI Labs seeks a Personal Financial Advisor (Private Wealth) to work remotely in the United States on a contractor basis. You will apply your expertise to guide high-net-worth clients through budgeting, investments, retirement planning, and debt management while helping to develop AI-assisted advisory tools.

Expect to translate complex financial concepts into clear, actionable steps, maintain up-to-date regulatory compliance, and leverage your judgment to balance short-term needs with