Personal Financial Advisor (Private Wealth)

Job Type: Contractor (US Only) 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
• —Communicate complex financial concepts in a client-centric, easily understandable way
• —Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management

Required Skills and Qualifications:

• —Several years of hands-on experience in personal financial advisory or private wealth management
• —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
• —CFP, CFA, or equivalent credential required

Preferred Qualifications:

• —Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, or Bank of America Merrill Lynch
• —Exposure to AI-assisted financial planning tools or processes