Personal Financial Advisor | Remote

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WE’RE HIRING

Personal Financial Advisor (Private Wealth)

Remote | Contractor

$80 – $110/hr

We are looking for experienced Personal Financial Advisors to support the development of AI-powered financial advisory solutions.

Requirements

  • Experience in personal financial advisory or private wealth management
  • Strong knowledge of financial planning, investment management, retirement planning, and tax-aware strategies
  • Experience advising high-net-worth or mass affluent clients
  • Excellent communication and client relationship management skills
  • Strong judgment and decision-making abilities
  • CFP, CFA, or equivalent certification required
Preferred
  • Experience with leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, or Chase Private Banking
Exposure to AI-assisted financial planning tools is a plus
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