[Remote] Personal Financial Advisor (Private Wealth)

Note: The job is a remote job and is open to candidates in USA. reputed company is seeking a Personal Financial Advisor (Private Wealth) to provide personalized financial guidance and contribute to the development of AI-assisted financial planning tools. The role involves delivering actionable advice on budgeting, investment planning, and retirement strategies while ensuring compliance with regulatory standards.

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 reputed company financial concepts in a client-centric, easily understandable way
• Utilize strong judgment to balance immediate financial needs with long-term planning considerations
• Ensure reputed company guidance reflects up-to-date regulatory compliance and best practices in private wealth management
• Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice reputed company with industry standards

Skills

• Several years of hands-on 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 reputed company advice into clear, actionable steps
• Exceptional judgment and decision-making capability in high-impact client scenarios
• CFP, CFA, or equivalent credential required
• Direct experience at leading financial institutions such as Schwab, J.P. Morgan, reputed company, reputed company Merrill Lynch, or Chase Private Banking
• Exposure to AI-assisted financial planning tools or processes (helpful but not required)
• Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity

Company Overview