Remote Private Wealth Advisor for AI-Ready Planning

YO AI Labs; Houston (TX); Remote; USD 82,656 - 165,312; Part time

Job summary

YO AI Labs is seeking a Personal Financial Advisor (Private Wealth) to work as a remote contractor in the US. You will deliver personalized financial guidance for budgeting, investments, retirement, and debt management, while helping design AI-driven financial planning tools.

Candidates should have 3+ years of hands-on private wealth advisory experience, a track record with high-net-worth clients, deep knowledge of tax-aware strategies, and CFP/CFA credentials.

Qualifications

• 3+ years hands-on experience in personal financial advisory or private wealth management.
• Experience with high-net-worth or mass affluent clients.
• Deep knowledge of planning, investments, retirement, and debt management.
• Understanding of tax-aware strategies and regulatory frameworks.
• Excellent written and verbal communication; ability to simplify complex advice.
• Strong judgment in high-impact client scenarios.
• CFP, CFA, or equivalent credential required.

Responsibilities

• Deliver personalized financial guidance across budgeting, investments, retirement, and debt management.
• Assess client scenarios to inform AI-assisted financial planning tools.
• Provide clear, structured written feedback to improve AI outputs.
• Explain complex concepts in a client-centric, understandable way.
• Balance immediate needs with long-term planning considerations.
• Ensure guidance reflects current regulatory compliance and best practices.
• Act as SME to ensure AI outputs reflect high-quality advice.

Skills

Advisory experience

HNW clients

Financial planning

Investment management

Tax strategies

Regulatory knowledge

Communication skills

CFP/CFA

Job description

YO AI Labs is seeking a Personal Financial Advisor (Private Wealth) to work as a remote contractor in the US. You will deliver personalized financial guidance for budgeting, investments, retirement, and debt management, while helping design AI-driven financial planning tools.

Candidates should have 3+ years of hands-on private wealth advisory experience, a track record with high-net-worth clients, deep knowledge of tax-aware strategies, and CFP/CFA credentials.