Job Description
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