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Personal Financial Advisor (Private Wealth)

1 hour, 9 minutes ago
United States
Contract
Mid Level
AI (Artificial Intelligence)
Artificial Intelligence and Machine Learning
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Weekday helps companies hire engineers who are vouched by other software engineers, enabling passive income for engineers. They offer services like drafting outreach messages, shortlisting candidates, and conducting reference checks. Backed by Y Combin...

Construction & Engineering
11-50
Founded 2020
View All Jobs 148

Description

  • Provide expert guidance on personal financial planning, including budgeting, investment strategies, retirement planning, wealth preservation, and debt management.
  • Review and evaluate realistic client financial scenarios to support development of AI-driven financial planning tools.
  • Deliver clear, structured written feedback to improve AI-generated financial recommendations and advisory workflows.
  • Translate complex financial concepts into practical, client-friendly guidance.
  • Apply professional judgment to balance short-term financial priorities with long-term wealth management objectives.
  • Ensure recommendations align with regulatory requirements, fiduciary standards, and industry best practices.
  • Contribute subject matter expertise to improve AI systems for financial planning, investment advisory, and wealth management.

Requirements

  • Minimum 3 years of professional experience in personal financial advisory, financial planning, or private wealth management.
  • Experience advising individual, mass affluent, or high-net-worth clients.
  • Strong expertise in financial planning, investment management, retirement planning, estate planning fundamentals, and debt management.
  • Knowledge of 401(k), IRA, Roth IRA, and other retirement vehicles.
  • Understanding of tax-efficient investment strategies and regulatory frameworks governing personal financial advice.
  • Excellent written and verbal communication skills.
  • Strong analytical, problem-solving, and decision-making abilities in client-focused financial planning scenarios.
  • Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or equivalent financial planning credential required.
  • Experience at a wealth management firm, private bank, or financial advisory institution preferred.
  • Familiarity with AI-powered financial planning platforms, digital advisory tools, or financial technology solutions preferred.

Benefits

  • $80-$110/hour pay.
  • Remote work.
  • Contractor role.
  • US-only position.

Interested in this position?

Apply directly on the company website

Apply Now

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