Personal Financial Advisor (Private Wealth)

Overview

A remote contractor opportunity is available for a Personal Financial Advisor specializing in Private Wealth. This role involves leveraging expertise in private wealth management to review realistic client scenarios, provide actionable financial advice, and contribute to the enhancement of AI-assisted financial planning tools.

Responsibilities

• Provide customized financial guidance on budgeting, investment strategies, retirement planning, and debt management for high-net-worth individuals.
• Assess client scenarios and offer expert feedback to support the development of advanced AI financial planning systems.
• Clearly communicate complex financial concepts to both clients and technical teams.
• Assist clients in building and executing practical, long-term financial plans aligned with immediate needs and future goals.
• Ensure all client interactions and recommendations comply with industry standards and regulatory requirements.
• Build trust by delivering high-quality, client-focused advice that drives meaningful financial outcomes.
• Contribute insights and expertise to refine AI-driven financial planning solutions.

Requirements

• Several years of hands-on experience in personal financial advisory or private wealth management, preferably serving mass affluent or high-net-worth clients.
• Proven track record at respected financial institutions such as Schwab Private Client, J.P. Morgan Private Bank, Morgan Stanley Wealth Management, Bank of America Merrill Lynch, or Chase Private Banking.
• Deep knowledge of investment planning, retirement vehicles (401k, IRA), and tax-aware financial strategies.
• Exceptional judgment and decision-making skills in client advisory contexts.
• Outstanding written and verbal communication skills.
• Certified Financial Planner (CFP) designation is required.
• Expertise in client relationship management and regulatory compliance.

Preferred Qualifications

• Direct experience advising individual clients rather than solely institutions.
• Exposure to AI-driven financial planning platforms or technology-enabled advisory roles.
• Demonstrated ability to provide feedback and insights that improve client and advisor solutions.

Location

• Remote

Job Type

• Contractor