Remote Private Wealth Advisor for AI-Driven Planning

YO AI Labs; Palo Alto (CA); Remote; USD 120,000 - 180,000; Part time

Job summary

YO AI Labs seeks a Senior Personal Financial Advisor contractor to deliver tailored financial guidance and help train AI systems in real-world client scenarios. You’ll advise on budgeting, investments, retirement, taxes, and debt while ensuring regulatory compliance and high-quality output for AI-driven advisory tools.

The role emphasizes client rapport with high-net-worth or mass affluent individuals, translating complex concepts into clear steps and maintaining up-to-date industry standards.

Qualifications

• 3+ years of hands-on experience in personal financial advisory or private wealth management.
• Proven ability to build trust and rapport with high-net-worth or mass affluent clients.
• Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management.
• Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance.
• Excellent written and verbal communication skills, with an 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 the development of advanced 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

Client relationship building

Financial planning

Investment management

Tax-aware strategies

Regulatory knowledge

Communication skills

Professional credentials (CFP/CFA)

Education

CFP, CFA, or equivalent credential

Job description

YO AI Labs seeks a Senior Personal Financial Advisor contractor to deliver tailored financial guidance and help train AI systems in real-world client scenarios. You’ll advise on budgeting, investments, retirement, taxes, and debt while ensuring regulatory compliance and high-quality output for AI-driven advisory tools.

The role emphasizes client rapport with high-net-worth or mass affluent individuals, translating complex concepts into clear steps and maintaining up-to-date industry standards.