Remote Private Wealth Advisor & AI Training Specialist

YO AI Labs; Seattle (WA); Remote; USD 103,320 - 206,640; Full time

Job summary

YO AI Labs seeks a Personal Financial Advisor (Private Wealth) contractor (US only) to help train next-gen AI systems using real-world wealth management expertise. You'll provide actionable guidance across budgeting, investments, retirement planning, and debt management, while ensuring regulatory compliance.

You will help develop AI-assisted financial planning tools by reviewing client scenarios and delivering clear feedback.

Qualifications

• 3+ years of hands-on personal financial advisory or private wealth experience.
• Experience with high-net-worth or mass affluent clients.
• Expertise in tax-aware strategies and regulatory frameworks.
• Excellent written and verbal communication; ability to translate advice into steps.
• CFP, CFA or equivalent credential.

Responsibilities

• Deliver personalized budgeting, investing, retirement, and debt guidance.
• Review client scenarios to inform AI-driven advisory tools.
• Provide structured written feedback to improve AI outputs.
• Explain complex financial concepts in client-friendly terms.
• Balance short-term needs with long-term planning considerations.
• Ensure guidance aligns with current regulatory standards.
• Act as SME to ensure outputs reflect industry best practices.

Skills

Personal financial advisory

Private wealth management

Client relationship building

Regulatory compliance

CFP/CFA credential

Written communication

Judgment in high-stakes scenarios

Education

CFP credential

CFA credential

Bachelor's degree in Finance or related field

Tools

Financial planning software

Tax planning software

Job description

YO AI Labs seeks a Personal Financial Advisor (Private Wealth) contractor (US only) to help train next-gen AI systems using real-world wealth management expertise. You'll provide actionable guidance across budgeting, investments, retirement planning, and debt management, while ensuring regulatory compliance.

You will help develop AI-assisted financial planning tools by reviewing client scenarios and delivering clear feedback.