Remote Private Wealth Advisor for AI-Driven Planning

YO AI Labs; Town of Texas (WI); Remote; USD 120,000 - 180,000; Part time

Job summary

YO AI Labs is seeking a Personal Financial Advisor (Private Wealth) for a remote contractor role in the United States. You will apply your expertise to train next-generation AI systems by providing high-quality financial guidance and realistic client scenarios.

No specific AI experience is required beyond domain knowledge in personal finance. You will help shape AI performance in budgeting, investments, retirement planning, and debt management while ensuring regulatory compliance and clear,

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 or CFA 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 management

Financial planning

Investment management

Regulatory compliance

Strong communication

Decision-making

Education

CFP or CFA credential

Job description

YO AI Labs is seeking a Personal Financial Advisor (Private Wealth) for a remote contractor role in the United States. You will apply your expertise to train next-generation AI systems by providing high-quality financial guidance and realistic client scenarios.

No specific AI experience is required beyond domain knowledge in personal finance. You will help shape AI performance in budgeting, investments, retirement planning, and debt management while ensuring regulatory compliance and clear,