Personal Financial Advisor (Private Wealth)

What You’ll Do

• Review realistic client financial scenarios.
• Evaluate AI-generated financial guidance for quality, accuracy, clarity, and usefulness.
• Provide structured feedback to improve AI-assisted financial planning tools.
• Help ensure outputs reflect sound judgment, client care, and relevant regulatory/compliance considerations.

Ideal Background

• You may be a strong fit if you have experience in:
• Private wealth management
• Personal financial planning
• High-net-worth client advising
• Investment management
• Retirement planning
• Tax-aware financial strategies
• Client relationship management
• Regulatory compliance

Preferred Qualifications

• CFP, CFA, or comparable financial advisory credential preferred.
• Experience advising individuals, families, or high-net-worth clients.
• Strong written communication skills.
• Ability to explain nuanced financial concepts clearly.
• Strong judgment and attention to detail.