Financial Advisor

Responsibilities

• Provide personalized guidance on budgeting, investments, retirement, and debt management.
• Evaluate client scenarios to improve AI-driven financial planning tools.
• Deliver clear, structured feedback to enhance AI performance.
• Simplify complex financial concepts into actionable advice.
• Balance short-term financial needs with long-term planning goals.
• Ensure recommendations align with current regulations and private wealth best practices.
• Serve as a subject matter expert to maintain high-quality AI outputs.

Requirements

• 3+ years' experience in personal financial advisory or private wealth management.
• Experience advising high-net-worth or mass affluent clients.
• Strong expertise in financial planning, investments, retirement (401(k), IRA), debt management, and tax-aware strategies.
• Excellent written and verbal communication skills.
• Sound judgment in complex client situations.
• CFP, CFA, or equivalent certification required.

Preferred

• Experience with firms such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking.
• Familiarity with AI-assisted financial planning tools.
• Proven ability to deliver technically sound, client-focused advice.