- We are seeking an experienced Personal Financial Advisor (Private Wealth) to support the development of next-generation AI-powered financial advisory solutions. In this role, you will apply your expertise in financial planning and wealth management to evaluate real-world scenarios, provide expert insights, and help improve AI models. Prior AI experience is not required.
Key Responsibilities
- Review and evaluate real-world financial planning scenarios.
- Provide expert guidance on investments, retirement planning, budgeting, debt management, and wealth strategies.
- Deliver structured feedback to improve AI-generated financial advice.
- Ensure recommendations align with industry regulations and best practices.
- Collaborate with the client team to enhance the quality and accuracy of AI outputs.
Requirements
- 4 10 years of experience in personal financial advisory or private wealth management.
- Strong expertise in investment planning, retirement planning, tax-aware strategies, and wealth management.
- CFP, CFA, or equivalent qualified certification is required.
- Excellent analytical, communication, and decision-making skills.
- Ability to work independently in a remote environment.
Preferred
- Experience with firms such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking.
- Exposure to AI-enabled financial planning tools is a plus.
Additional Details
- Location: Remote (North America)
- Contract: 4 months (may extend to 6 months)
- Work Schedule: 20 40 hours/week
📌 Private Client Financial Planner (Canada)
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