[Remote] Personal Financial Advisor (Private Wealth)- contract role

Note: The job is a remote job and is open to candidates in USA. Headsmart Solutions is seeking a Personal Financial Advisor (Private Wealth) for a contract role. In this position, you will provide personalized financial guidance and support the development of AI-assisted financial planning tools, ensuring compliance and high-quality advice for clients.

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

Benefits

• Candidate has the flexibility to choose their work hours.

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