Investment Advisor | Remote

Type: Contract • Location: Remote • Commitment: 10-40 hrs/week • Compensation: $80 - $110/hour

About the role

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.

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.

Requirements

• Strong relevant 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.