Job Description

Title: Personal Financial Advisor (Private Wealth)

Location: 100% Remote

Duration: 06+ months with possibility of extension

Role type: Remote

Job Summary:

• In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required - your domain knowledge is what matters.

Key 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.

Required Skills and Qualifications:

• Several years of hands-on experience in personal financial advisory or private wealth management, advising individual clients.
• 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.

Preferred Qualifications:

• Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking.
• Exposure to AI-assisted financial planning tools or processes (helpful but not required).
• Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity.

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