Personal financial advisor (private wealth)- contract role

This is a remote position.

About the job

Job Title: Personal Financial Advisor (Private Wealth)

USA Citizen, Green card holder only

Job Type: Contractor - US ONLY

Contract duration will be 3 - 6 months depending on the project. A candidate can choose to work part time that is 20 hours a week or if available immediately, 40 hours a week. Candidate has the flexibility to choose their work hours.

Location: 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.

Requirements

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.