Remote Private Wealth Advisor & AI Training Specialist

YO AI Labs; Dallas (GA); Remote; USD 96,432 - 165,312; Full time

Job summary

YO AI Labs is seeking a Remote Personal Financial Advisor (Contractor) to apply domain expertise in private wealth to train AI systems. You will provide actionable, tax-aware financial guidance and help refine AI-driven planning tools using real client scenarios.

Requires 3+ years of advisory experience and CFP/CFA credentials; strong communication and regulatory knowledge are essential. Remote US-based engagement with high-net-worth and mass-affluent clients.

Qualifications

• 3+ years of hands-on experience advising individuals in personal financial planning or private wealth.
• Strong knowledge of tax-aware strategies and regulatory frameworks affecting personal finance.
• Excellent written and verbal communication; ability to translate complex advice into actionable steps.
• Credentialed (CFP, CFA or equivalent) required.

Responsibilities

• Deliver personalized financial guidance across budgeting, investments, retirement, and debt management.
• Assist in development of AI-assisted financial planning tools via real-world client scenarios.
• Provide clear, structured feedback to improve AI outputs for advisors and clients.
• Explain complex financial concepts in a client-friendly manner.
• Ensure guidance complies with up-to-date regulations and best practices.

Skills

Client advisory

Wealth management

Regulatory compliance

Communication

Judgment & decision-making

Education

CFP

CFA

Job description

YO AI Labs is seeking a Remote Personal Financial Advisor (Contractor) to apply domain expertise in private wealth to train AI systems. You will provide actionable, tax-aware financial guidance and help refine AI-driven planning tools using real client scenarios.

Requires 3+ years of advisory experience and CFP/CFA credentials; strong communication and regulatory knowledge are essential. Remote US-based engagement with high-net-worth and mass-affluent clients.