Remote Private Wealth Advisor - Contractor (AI-Driven)

YO AI Labs; California City (CA); Remote; USD 96,432 - 165,312; Full time

Job summary

YO AI Labs seeks a Personal Financial Advisor (Private Wealth) as a contractor, remote in the US. You will apply your expertise to guide clients and help train AI systems with real-world financial scenarios.

Responsibilities include delivering budgeting, investments and retirement strategies, conveying complex concepts clearly, and ensuring regulatory compliance while balancing immediate needs with long-term planning. CFP/CFA credentials required.

Qualifications

• 3+ years of hands-on experience in personal financial advisory or private wealth management.
• Experience 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; ability to translate advice into actionable steps.
• Strong judgment in high-impact client scenarios.
• CFP, CFA, or equivalent credential required.

Responsibilities

• Deliver personalized financial guidance across budgeting, investments, retirement planning, and debt management.
• Review client scenarios to inform AI-assisted financial planning tools.
• Provide written feedback to improve AI systems' advisor support.
• Explain complex financial concepts in a client-friendly way.
• Balance immediate needs with long-term planning considerations.
• Ensure guidance complies with current regulations and best practices in private wealth.
• Act as SME to align AI outputs with industry standards.

Skills

Financial planning

Investment management

Retirement planning

Debt management

Regulatory knowledge

Communication skills

Decision making

Client relationship

Education

CFP/CFA credential

Job description

YO AI Labs seeks a Personal Financial Advisor (Private Wealth) as a contractor, remote in the US. You will apply your expertise to guide clients and help train AI systems with real-world financial scenarios.

Responsibilities include delivering budgeting, investments and retirement strategies, conveying complex concepts clearly, and ensuring regulatory compliance while balancing immediate needs with long-term planning. CFP/CFA credentials required.