High-Net-Worth Financial Advisor

Location: North America- Remote Employment Type: Contract (15 Hours/Week) Job Overview We are seeking an experienced Personal Financial Advisor (Private Wealth) to support the development of next-generation AI-powered financial advisory solutions. In this role, you will apply your expertise in financial planning and wealth management to evaluate real-world scenarios, provide expert insights, and help improve AI models. Prior AI experience is not required. Key Responsibilities Review and evaluate real-world financial planning scenarios. Provide expert guidance on investments, retirement planning, budgeting, debt management, and wealth strategies. Deliver structured feedback to improve AI-generated financial advice. Ensure recommendations align with industry regulations and best practices. Collaborate with the client team to enhance the quality and accuracy of AI outputs. Requirements 4 10 years of experience in personal financial advisory or private wealth management. Strong expertise in investment planning, retirement planning, tax-aware strategies, and wealth management. CFP, CFA, or equivalent professional certification is required. Excellent analytical, communication, and decision-making skills. Ability to work independently in a remote environment. Preferred Experience with firms such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking. Exposure to AI-enabled financial planning tools is a plus. Additional Details Location: Remote (North America) Contract: 4 months (may extend to 6 months) Work Schedule: 20 40 hours/week

Evaluate real-world financial planning scenarios and provide expert guidance on investments, retirement, and wealth strategies. Deliver structured feedback to improve the accuracy and quality of AI-generated financial advice.

Requires 4 to 10 years of experience in personal financial advisory or private wealth management. Must hold a CFP, CFA, or equivalent professional certification.

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Financial Planning
• Wealth Management
• Investment Planning
• Retirement Planning
• Tax-aware Strategies
• Debt Management
• Budgeting
• Analytical Skills
• Communication Skills
• Decision-making
• CFP
• CFA

• Finance & Accounting
• Technology
• Data & Analytics

Formation minimale

Diplôme professionnel

Expérience minimale

10+ ans

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Mid-Senior level

Mode de candidature

La candidature directe est offerte