Remote Private Wealth Advisor for AI-Driven Planning

YO AI Labs; Georgia; Remote; USD 82,656 - 151,536; Full time

Job summary

YO AI Labs seeks a Personal Financial Advisor (Private Wealth) for a remote contractor role. You will apply domain expertise to train next-gen AI systems, shaping how models learn and perform with real-world input.

No AI experience required; your advisory knowledge matters. You will guide budgeting, investments, retirement planning, and debt strategies, while ensuring regulatory compliance and high-quality, client-centric communication.

Qualifications

• 3+ years of hands-on experience in personal financial advisory or private wealth management.
• Ability to build trust with high-net-worth or mass affluent clients.
• Deep knowledge of financial planning, investment management, retirement planning, and debt management.
• Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance.
• Excellent written and verbal communication skills.
• CFP, CFA, or equivalent credential required.
• Preferred experience at leading financial institutions (e.g., Schwab, JPMorgan, Morgan Stanley, BofA Merrill Lynch, Chase).

Responsibilities

• Deliver personalized financial guidance covering budgeting, investments, retirement, and debt management.
• Review client scenarios to inform AI-assisted financial planning tool development.
• Provide clear, structured written feedback to improve AI outputs for advisors and clients.
• Explain complex financial concepts in client-centric, easily understandable terms.
• Balance immediate needs with long-term planning using sound judgment.
• Ensure guidance reflects up-to-date regulatory compliance and best practices in private wealth.
• Act as a subject matter expert to align AI outputs with industry standards.

Skills

Financial advisory

Wealth management

Investment planning

Retirement planning

Tax-aware strategies

Regulatory compliance

Communication skills

Education

CFP, CFA, or equivalent credential

Job description

YO AI Labs seeks a Personal Financial Advisor (Private Wealth) for a remote contractor role. You will apply domain expertise to train next-gen AI systems, shaping how models learn and perform with real-world input.

No AI experience required; your advisory knowledge matters. You will guide budgeting, investments, retirement planning, and debt strategies, while ensuring regulatory compliance and high-quality, client-centric communication.