About this role
Role Overview
Provide expert private wealth advice that trains and improves next generation AI-assisted financial planning systems. You will translate real-world client scenarios and high-quality advisory judgement into written guidance the models can learn from. No prior AI experience is required, your domain expertise and client-facing experience are the core contribution.
Key Responsibilities
- Deliver personalized, actionable financial guidance across budgeting, investment planning, retirement strategies, and debt management.
- Review and assess realistic client scenarios to inform the development of AI-assisted financial planning tools.
- Produce clear, structured written feedback to help models and product teams improve AI outputs for advisors and end clients.
- Communicate complex financial concepts in client-centric, easily understood language.
- Apply strong judgment to balance immediate financial needs with long-term planning objectives.
- Ensure all guidance aligns with current regulatory requirements and best practices in private wealth management.
- Serve as a subject matter expert to validate that AI outputs reflect high-quality, thoughtful advice consistent with industry standards.
Qualifications
- Minimum 3 years of hands-on experience in personal financial advisory or private wealth management, advising individual clients.
- Proven ability to build trust and rapport with high-net-worth or mass affluent clients.
- Deep knowledge of financial planning, investment management, retirement planning such as 401k and IRA accounts, and debt management strategies.
- Strong understanding of tax-aware strategies and the regulatory frameworks relevant to personal finance.
- Excellent written and verbal communication skills, able to translate technical advice into clear, actionable steps for clients.
- Exceptional judgment and decision-making in high-impact client scenarios.
- CFP, CFA, or an equivalent professional credential required.
Preferred Qualifications
- Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking.
- Exposure to AI-assisted financial planning tools or processes, helpful but not required.
- Track record of delivering advice that balances technical accuracy with client-centric clarity.
Work Terms
- Engagement type, independent contractor.
- Remote position.
- Role limited to candidates based in the United States.
Compensation
- Pay range: 80 to 110 USD per hour.
Eligibility
- Applicants must be located in the United States and eligible to work as independent contractors in the US.