Private Wealth Financial Advisor (AI Training & Advisory)
About the Role
A high-impact financial advisory initiative is seeking experienced wealth management professionals to contribute their expertise toward the development and improvement of advanced AI systems. This opportunity combines real-world financial planning knowledge with structured evaluation and advisory work designed to enhance the quality of AI-generated financial guidance.
This opportunity is ideal for professionals with extensive experience advising individual clients, particularly high-net-worth or mass affluent households. Candidates should be comfortable applying professional judgment, communicating complex financial concepts clearly, and evaluating planning scenarios across a broad range of personal finance topics.
The work involves reviewing financial situations, assessing planning recommendations, providing expert feedback, and helping improve AI-assisted advisory capabilities. Success in this role depends on strong analytical thinking, regulatory awareness, and the ability to deliver clear, client-focused financial guidance.
What You'll Do
- Deliver personalized financial guidance across budgeting, investment planning, retirement planning, and debt management scenarios
- Evaluate realistic financial planning cases and provide expert assessments
- Review and refine AI-generated financial recommendations for accuracy and quality
- Communicate complex financial concepts in a clear and accessible manner
- Provide structured written feedback to support AI model improvement
- Apply sound judgment when balancing short-term financial needs with long-term objectives
- Ensure recommendations align with applicable regulations and industry best practices
- Contribute subject matter expertise to improve financial planning outputs and decision frameworks
- Support the development of AI-assisted tools used in wealth management environments
Requirements
- Several years of professional experience in personal financial advisory or private wealth management
- Demonstrated success advising individual clients on financial planning and wealth-building strategies
- Strong knowledge of investment management, retirement planning, and debt management
- Understanding of tax-aware financial planning strategies
- Knowledge of relevant regulatory and compliance considerations within personal finance
- Excellent written communication skills
- Excellent verbal communication skills
- Strong analytical thinking and decision-making abilities
- Ability to explain complex financial topics clearly and concisely
- Experience building trusted relationships with high-net-worth or mass affluent clients
- Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or equivalent professional credential
- Ability to work independently in a remote contract environment
- Experience using structured documentation and feedback processes
- Familiarity with AI-assisted financial planning tools or workflows preferred
- Background with major financial institutions preferred
- Demonstrated record of delivering accurate, client-focused financial guidance preferred