Business Services & Consulting • all cities, PA 39
Personal Financial Advisor (39)
all cities, PA 39On-sitePosted 12 hours ago
Business Services & Consulting
About the Role
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.
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.
Utilise 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.
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.
Preferred Qualifications:
Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking.
Exposure to AI-assisted financial planning tools or processes (helpful but not required).
Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity.
Join our customers' team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions.
This high-bar role offers you the chance to impact how tomorrow's advisors and clients will make better financial decisions-through your expert input, judgment, and real-world experience.
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.
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.
Utilise 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.
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.
Preferred Qualifications:
Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking.
Exposure to AI-assisted financial planning tools or processes (helpful but not required).
Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity.
Join our customers' team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions.
This high-bar role offers you the chance to impact how tomorrow's advisors and clients will make better financial decisions-through your expert input, judgment, and real-world experience.
