Remote Private Wealth Advisor for AI-Enhanced Planning

YO AI Labs; San Francisco (CA); Remote; USD 82,656 - 165,312; Full time

Benefits offered by this job

Remote work

Job summary

YO AI Labs seeks a Personal Financial Advisor (Private Wealth) to provide high-quality, tax-aware financial guidance for high-net-worth clients through AI-assisted tools. This contractor role focuses on translating complex financial strategies into actionable plans while maintaining compliance and client trust.

You will collaborate to shape AI-driven planning tools and deliver thoughtful advice rooted in real-world expertise, with emphasis on long-term client outcomes in a remote setting.

Qualifications

• 3+ years of hands-on experience in personal financial advisory or private wealth management.
• Knowledge of tax-aware strategies and regulatory frameworks in personal finance.
• Ability to translate complex advice into clear, actionable steps.
• Excellent written and verbal communication, client-focused.
• Strong judgement in high-impact client scenarios.

Responsibilities

• Deliver personalized financial guidance across budgeting, investments, retirement, and debt management.
• Review client scenarios to inform AI-assisted planning tool development.
• Provide clear written feedback to improve AI outputs for advisors and clients.
• Explain complex financial concepts in a client-friendly way.
• Balance immediate needs with long-term financial planning considerations.
• Ensure guidance reflects current regulatory compliance and best practices in private wealth.
• Support AI outputs to align with industry standards through subject matter expertise.

Skills

Financial planning

Private wealth management

Investment planning

Tax-aware strategies

Regulatory compliance

Communication skills

Judgement and decision-making

Education

CFP/CFA or equivalent credential

Tools

AI-assisted financial planning tools

Job description

YO AI Labs seeks a Personal Financial Advisor (Private Wealth) to provide high-quality, tax-aware financial guidance for high-net-worth clients through AI-assisted tools. This contractor role focuses on translating complex financial strategies into actionable plans while maintaining compliance and client trust.

You will collaborate to shape AI-driven planning tools and deliver thoughtful advice rooted in real-world expertise, with emphasis on long-term client outcomes in a remote setting.