Remote Private Wealth Advisor for AI-Driven Planning

YO AI Labs

Miami (FL)

Remote

USD 90,000 - 130,000

Part time

2 days ago

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Job summary

YO AI Labs is seeking a Personal Financial Advisor (Private Wealth) contractor to guide high-net-worth clients and contribute real-world input to AI systems. You will translate complex financial concepts into clear steps, covering budgeting, investments, retirement planning, and debt management.

The role emphasizes regulatory compliance, high-quality client service, and strong judgment in high-impact scenarios.

Qualifications

3+ years advising individuals in personal financial planning.
Proven ability to build trust with high-net-worth clients.
Deep knowledge of financial planning, investments, retirement, and debt.
Solid tax-aware strategies and regulatory understanding.
Excellent written and verbal communication.
Strong judgment in high-impact scenarios.
CFP, CFA, or equivalent credential.

Responsibilities

Deliver personalized financial guidance for budgeting, investments, retirement, and debt.
Inform AI model development with real-world client scenarios.
Provide clear written feedback to improve AI-assisted planning tools.
Explain complex financial concepts in client-friendly terms.
Balance short-term needs with long-term financial goals.
Ensure guidance complies with current regulations and best practices.
Serve as SME to ensure AI outputs reflect high-quality advice.