Remote Private Wealth Advisor for AI-Driven Planning

YO AI Labs; California (MO); Remote; USD 83,000 - 131,000; Full time

Job summary

YO AI Labs is seeking a remote Personal Financial Advisor (Private Wealth) to contribute domain knowledge for training next-generation AI systems. In this contractor role, you’ll translate complex financial concepts into clear inputs for AI models and help shape how real-world clients are represented in training data.

You bring 3+ years in private wealth management, a track record with high-net-worth clients, and CFP/CFA credentials.

Qualifications

• 3+ years in personal financial advisory or private wealth management.
• Proven ability to build trust with high-net-worth or mass affluent clients.
• Deep knowledge of financial planning, investments, retirement, and debt.
• Strong tax-aware strategies and regulatory knowledge.
• Excellent written and verbal communication skills.
• Exceptional judgment in high-impact client scenarios.
• CFP, CFA, or equivalent credential required.

Responsibilities

• Deliver personalized financial guidance across budgeting, investments, retirement, and debt.
• Advise on realistic client scenarios to inform AI-assisted planning tools.
• Provide structured written feedback to improve AI outputs.
• Explain complex concepts in client-centric, clear language.
• Balance immediate needs with long-term planning considerations.
• Ensure guidance reflects regulatory compliance and best practices.
• Act as SME to ensure AI outputs are high-quality and aligned with industry standards.

Skills

Years experience

Client rapport

Financial planning

Tax strategy

Communication

Judgment

CFP/CFA

Job description

YO AI Labs is seeking a remote Personal Financial Advisor (Private Wealth) to contribute domain knowledge for training next-generation AI systems. In this contractor role, you’ll translate complex financial concepts into clear inputs for AI models and help shape how real-world clients are represented in training data.

You bring 3+ years in private wealth management, a track record with high-net-worth clients, and CFP/CFA credentials.