Personal Financial Advisor (Private Wealth)

Job Title: Personal Financial Advisor (Private Wealth)

Job Type: Contractor

Location: Remote

Job Summary:

Join our customer’s team as a Personal Financial Advisor (Private Wealth) and help shape the next generation of AI-assisted financial planning. Leverage your expertise in private wealth management to review realistic client scenarios, provide actionable financial advice, and enhance the capabilities of AI systems that support advisors and clients in achieving financial wellness.

Key Responsibilities:

• Deliver tailored financial guidance on budgeting, investment strategies, retirement planning, and debt management for high-net-worth individuals.
• Evaluate client scenarios and provide expert feedback to support the development of advanced AI financial planning tools.
• Communicate complex financial concepts clearly and concisely to both clients and technical teams.
• Help clients build and execute practical, long-term financial plans aligned with both immediate needs and future goals.
• Uphold industry standards and regulatory compliance in all client interactions and recommendations.
• Build trust by offering high-quality, thoughtful, and client-centric advice that drives meaningful financial outcomes.
• Contribute insights and expertise to refine and advance AI-driven solutions for financial planning.

Required Skills and Qualifications:

• Several years of hands-on experience in personal financial advisory or private wealth management, preferably with mass affluent or high-net-worth clients.
• Proven track record at respected 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 understanding 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 abilities.
• Certified Financial Planner (CFP) designation required.
• Expertise in client relationship management and regulatory compliance.

Preferred Qualifications:

• Direct experience advising individual clients, not 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.