Certified Financial Planner (CFP) – Private Wealth

Location: Remote (North America) • Contract (15 hours/week, 20–40 hours/week possible) • 4-month term (may extend to 6 months)

About the role

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.

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 professional certification is required.
• Excellent analytical, communication, and decision-making skills.
• Ability to work independently in a remote environment.

Preferred Qualifications

• 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.