Remote Private Wealth Advisor for AI-Driven Finance

YO AI Labs; Atlanta (GA); Remote; USD 90,000 - 130,000; Part time

Job summary

YO AI Labs is seeking a Personal Financial Advisor (Private Wealth) for a remote contractor role. You will draw on 3+ years of experience helping clients with planning, investments, and tax-aware strategies to shape AI-assisted guidance.

You will review scenarios, provide clear feedback, and ensure compliance with private wealth standards while collaborating with AI teams to improve advisory outputs.

Qualifications

• 3+ years in personal financial advisory or private wealth management.
• Experience advising high-net-worth or mass-affluent clients.
• Knowledge of tax-aware strategies and regulatory context.
• Excellent written and verbal communication skills.
• CFP/CFA or equivalent credential required.

Responsibilities

• Deliver personalized financial guidance across budgeting, investments, retirement, and debt management.
• Review client scenarios to inform AI-assisted financial planning tools.
• Provide clear, structured written feedback to improve AI outputs for advisors and clients.
• Explain complex financial concepts in a client-centric, understandable way.
• Balance short-term needs with long-term planning considerations.
• Ensure guidance reflects current regulatory compliance and best practices.
• Act as a SME to ensure AI outputs align with industry standards.

Skills

Client advisory

Financial planning

Investment knowledge

Regulatory awareness

Education

CFP, CFA or equivalent credential

Job description

YO AI Labs is seeking a Personal Financial Advisor (Private Wealth) for a remote contractor role. You will draw on 3+ years of experience helping clients with planning, investments, and tax-aware strategies to shape AI-assisted guidance.

You will review scenarios, provide clear feedback, and ensure compliance with private wealth standards while collaborating with AI teams to improve advisory outputs.