About this position
Job Title: Personal Financial Advisor (Private Wealth)
Job Type: Contractor - US ONLY
Location: Remote
Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.
Key Responsibilities:
- Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management.
- Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools.
- Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs.
- Communicate complex financial concepts in a client-centric, easily understandable way.
- Utilize strong judgment to balance immediate financial needs with long-term planning considerations.
- Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management.
- Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards.
Required Skills and Qualifications:
- 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 (401k, IRA, etc.), and debt management.
- Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance.
- Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps.
- Exceptional judgment and decision-making capability in high-impact client scenarios.
- CFP, CFA, or equivalent 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 high-quality advice that balances both technical accuracy and client-centric clarity.
Join our customer's team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow's advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.
Location and commute
San Francisco, CA .
Plan your route with Google Maps. Travel times and transportation options vary; confirm the work location with the employer before commuting.
How to apply
Review the vacancy and complete the application on the employer or recruitment partner’s website. Requisition ID: WJ-3056588772.