Private Wealth Financial Advisor | Remote

Position: Personal Financial Advisor (Private Wealth)

Type: Contract

Compensation: $80 - $110/hour

Location: Remote

Commitment: 10-40 hrs/week

Role 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 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.

Requirements:

• Have several years of hands-on experience in personal financial advisory or private wealth management, advising individual clients.
• Demonstrate a proven ability to build trust and rapport with high-net-worth or mass affluent clients.
• Possess deep knowledge of financial planning, investment management, retirement planning, and debt management.
• Have a solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance.
• Exhibit excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps.
• Hold CFP, CFA, or equivalent credential.

Application Process:

• Easy Apply on LinkedIn
• Check email for next steps
• Participate in resume evaluation & interview stage