Provide subject-matter expertise in personal financial planning and wealth management to train and evaluate AI-driven advisory tools. Review client scenarios, give structured written feedback, translate complex financial concepts into client-friendly guidance, ensure compliance with regulatory and fiduciary standards, and contribute to improving AI recommendations for investment, retirement, estate, and debt-management planning.
This role is for one of our clients
$80 - $110/hourpay
Job Title: Personal Financial Advisor (Private Wealth)
Job Type: Contractor - US ONLY
Location: Remote
We are seeking experienced Personal Financial Advisors (Private Wealth) to contribute their expertise to the development of next-generation AI-powered financial advisory solutions. In this role, you will leverage your real-world experience in financial planning and wealth management to help train and evaluate advanced AI systems.
Your domain expertise will help improve how AI models reason through complex financial scenarios, deliver personalized recommendations, and support advisors and clients with accurate, practical, and compliant financial guidance. No prior AI experience is required—your expertise in personal finance and wealth management is what matters most.
RequirementsKey Responsibilities
- Provide expert guidance on personal financial planning, including budgeting, investment strategies, retirement planning, wealth preservation, and debt management.
- Review and evaluate realistic client financial scenarios to support the development of advanced AI-driven financial planning tools.
- Deliver clear, structured written feedback to improve AI-generated financial recommendations and advisory workflows.
- Translate complex financial concepts into practical, client-friendly guidance that is easy to understand and implement.
- Apply sound professional judgment to balance clients' short-term financial priorities with long-term wealth management objectives.
- Ensure recommendations align with current regulatory requirements, fiduciary standards, and industry best practices.
- Contribute subject matter expertise to improve AI systems designed for financial planning, investment advisory, and wealth management.
- Minimum 3 years of professional experience in personal financial advisory, financial planning, or private wealth management.
- Demonstrated success advising individual, mass affluent, or high-net-worth (HNW) clients.
- Strong expertise in financial planning, investment management, retirement planning (including 401(k), IRA, Roth IRA, and other retirement vehicles), estate planning fundamentals, and debt management.
- Solid understanding of tax-efficient investment strategies and regulatory frameworks governing personal financial advice.
- Excellent written and verbal communication skills with the ability to explain complex financial concepts clearly and effectively.
- Strong analytical, problem-solving, and decision-making abilities in client-focused financial planning scenarios.
- Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or an equivalent professional financial planning credential is required.
- Experience working at leading wealth management firms, private banks, or financial advisory institutions.
- Familiarity with AI-powered financial planning platforms, digital advisory tools, or financial technology solutions.
- Proven track record of delivering personalized, technically accurate, and client-focused financial advice.
- Experience collaborating with multidisciplinary teams in fast-paced, technology-driven environments.
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Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
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