Remote Private Wealth Advisor for AI-Driven Planning

YO AI Labs; Maryland; Remote; USD 83,000 - 152,000; Part time

Job summary

YO AI Labs seeks a Personal Financial Advisor (Private Wealth) to remotely support private wealth clients as a contractor in the United States. The role focuses on training next-generation AI systems using real-world client scenarios, with no AI experience required beyond domain expertise.

You will guide budgeting, investments, retirement planning, and debt management for high-net-worth individuals. Required credentials include CFP or CFA, with at least 3+ years in personal financial advisory.

Qualifications

• 3+ years of hands-on 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.
• Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance.
• Excellent written and verbal communication skills, with ability to translate complex advice into clear, 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 end clients with diverse financial needs.
• Communicate complex financial concepts in a client-centric, easily understandable way.
• Utilize strong judgment to balance immediate financial needs with long-term planning considerations.
• 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

Financial planning

Investment management

Retirement planning

Debt management

Tax strategies

Regulatory knowledge

Communication skills

Judgment

Education

CFP/CFA credential

Job description

YO AI Labs seeks a Personal Financial Advisor (Private Wealth) to remotely support private wealth clients as a contractor in the United States. The role focuses on training next-generation AI systems using real-world client scenarios, with no AI experience required beyond domain expertise.

You will guide budgeting, investments, retirement planning, and debt management for high-net-worth individuals. Required credentials include CFP or CFA, with at least 3+ years in personal financial advisory.