Remote contract opportunity for corporate finance professionals with financial modeling experience to contribute to AI research projects involving financial analysis, reporting, forecasting, and business decision-making workflows.
Personal Financial Advisor (Private Wealth)
United States
$80 – $110/hr
June 16, 2026
Job description
Job Summary
As a Personal Financial Advisor (Private Wealth), you will apply your expertise in financial planning, investment management, retirement strategy, and wealth advisory to help train next-generation AI systems.
You will evaluate realistic client financial scenarios, provide expert guidance, review AI-generated financial recommendations, and help improve AI systems designed to support financial advisors and their clients. No prior AI experience is required.
This role is intended for experienced financial advisors, wealth managers, financial planners, and investment professionals with recognized credentials such as CFP or CFA.
Key Responsibilities
Financial Planning & Advisory Review
- Deliver personalized financial guidance across budgeting, cash-flow planning, debt management, investment planning, retirement preparation, and wealth preservation
- Review realistic client financial situations and evaluate planning recommendations
- Identify strengths and weaknesses in financial strategies
AI Training & Evaluation
- Assess AI-generated financial guidance and provide structured expert feedback
- Improve AI understanding of financial planning, wealth management, retirement strategies, investment allocation, and client communication
- Ensure outputs align with industry best practices
Investment & Wealth Management Expertise
Evaluate recommendations involving portfolio construction, asset allocation, diversification, risk management, tax efficiency, retirement income planning, and wealth accumulation strategies.
Retirement Planning
Review guidance related to 401(k) plans, Traditional IRAs, Roth IRAs, retirement income strategies, long-term savings plans, and distribution planning.
Compliance & Standards
Ensure guidance aligns with regulatory expectations, industry standards, wealth management best practices, and professional fiduciary principles.
Required Qualifications
- Several years of hands-on experience in personal financial advising, private wealth management, investment advisory services, and financial planning
- Experience advising individual, high-net-worth, and mass affluent clients
- Required credential: CFP, CFA, or equivalent professional credential
- Strong judgment, analytical thinking, written communication, and professional ethics
Preferred Qualifications
- Experience at Charles Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking
- AI-assisted financial planning tools, digital wealth management platforms, or financial content review experience
Why Join
- Help shape the future of AI-assisted financial advice
- Work remotely as a contractor with flexible arrangements
- No prior AI experience required
- Influence how future advisors and clients interact with intelligent financial tools
Employment Details
- Position Type: Contractor
- Location: Remote
- Eligibility: United States Only
Apply now
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