Remote Private Wealth Advisor for AI-Driven Planning

YO AI Labs; Washington (District of Columbia); Remote; USD 90,000 - 150,000; Part time

Job summary

YO AI Labs is seeking a seasoned Personal Financial Advisor (Private Wealth) for a remote, US-only contractor role. You will apply your expertise to guide high-net-worth clients and help train next-generation AI systems with real-world input.

The role emphasizes tax-aware retirement and investment planning, debt management, and compliant, client-focused guidance, bridging human insight with AI outputs. Exceptional written and verbal communication and CFP/CFA credentials are required.

Qualifications

• 3+ years of hands-on experience in personal financial advisory or private wealth.
• Experience advising high-net-worth individuals.
• Strong knowledge of investment planning, retirement, and debt management.
• Knowledge of tax-aware strategies and regulatory frameworks.

Responsibilities

• Deliver personalized financial guidance across budgeting, investments, retirement, and debt management.
• Review client scenarios to inform AI-assisted planning tools.
• Provide clear, structured written feedback to improve AI outputs.
• Explain complex financial concepts in a client-friendly way.
• Balance short-term needs with long-term planning considerations.
• Ensure guidance adheres to regulatory compliance and best practices.
• Serve as SME to ensure AI outputs reflect high-quality advisory.

Skills

Client advisory

Wealth management

Regulatory knowledge

Tax-aware planning

Communication skills

Judgment

CFP/CFA

Education

CFP, CFA, or equivalent credential

Job description

YO AI Labs is seeking a seasoned Personal Financial Advisor (Private Wealth) for a remote, US-only contractor role. You will apply your expertise to guide high-net-worth clients and help train next-generation AI systems with real-world input.

The role emphasizes tax-aware retirement and investment planning, debt management, and compliant, client-focused guidance, bridging human insight with AI outputs. Exceptional written and verbal communication and CFP/CFA credentials are required.