Remote Private Wealth Advisor for AI-Driven Planning

YO AI Labs; Los Angeles (CA); Remote; USD 83,000 - 165,000; Part time

Job summary

YO AI Labs is seeking a Personal Financial Advisor (Private Wealth) to fulfill a contractor role, US ONLY, working remotely. You will apply your expertise to deliver personalized guidance on budgeting, investments, retirement, and debt management while helping train AI systems with high-quality real-world input.

Requirements include 3+ years of hands-on advisory experience with high-net-worth or mass affluent clients, CFP or CFA credentials, and strong communication.

Qualifications

• 3+ years of hands-on experience 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, investment management, retirement planning, and debt management.
• Strong understanding of tax-aware strategies and regulatory frameworks relevant to personal finance.
• Excellent written and verbal communication skills with the ability to translate complex advice into actionable steps.
• Exceptional judgment and decision-making capability in high-impact client scenarios.
• CFP, CFA, or equivalent credential required.

Responsibilities

• Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management.
• Review and assess realistic client scenarios to inform AI-assisted financial planning tools.
• Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and clients.
• Communicate complex financial concepts in a client-centric, easily understandable way.
• Utilize good judgment to balance immediate needs with long-term planning.
• Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management.
• Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards.

Skills

Advisory experience

Client trust-building

Tax-aware planning

Communication skills

Judgment/decison making

CFP/CFA credential

Job description

YO AI Labs is seeking a Personal Financial Advisor (Private Wealth) to fulfill a contractor role, US ONLY, working remotely. You will apply your expertise to deliver personalized guidance on budgeting, investments, retirement, and debt management while helping train AI systems with high-quality real-world input.

Requirements include 3+ years of hands-on advisory experience with high-net-worth or mass affluent clients, CFP or CFA credentials, and strong communication.