Provide subject-matter expertise in personal financial planning and wealth management to train and evaluate AI-driven advisory tools. Review client scenarios, give structured written feedback, translate complex financial concepts into client-friendly guidance, ensure compliance with regulatory and fiduciary standards, and contribute to improving AI recommendations for investment, retirement, estate, and debt-management planning.
This role is for one of our clients
$80 - $110/hourpay
Job Title: Personal Financial Advisor (Private Wealth)
Job Type: Contractor - US ONLY
Location: Remote
We are seeking experienced Personal Financial Advisors (Private Wealth) to contribute their expertise to the development of next-generation AI-powered financial advisory solutions. In this role, you will leverage your real-world experience in financial planning and wealth management to help train and evaluate advanced AI systems.
Your domain expertise will help improve how AI models reason through complex financial scenarios, deliver personalized recommendations, and support advisors and clients with accurate, practical, and compliant financial guidance. No prior AI experience is required—your expertise in personal finance and wealth management is what matters most.
RequirementsKey Responsibilities
- Provide expert guidance on personal financial planning, including budgeting, investment strategies, retirement planning, wealth preservation, and debt management.
- Review and evaluate realistic client financial scenarios to support the development of advanced AI-driven financial planning tools.
- Deliver clear, structured written feedback to improve AI-generated financial recommendations and advisory workflows.
- Translate complex financial concepts into practical, client-friendly guidance that is easy to understand and implement.
- Apply sound professional judgment to balance clients' short-term financial priorities with long-term wealth management objectives.
- Ensure recommendations align with current regulatory requirements, fiduciary standards, and industry best practices.
- Contribute subject matter expertise to improve AI systems designed for financial planning, investment advisory, and wealth management.
- Minimum 3 years of professional experience in personal financial advisory, financial planning, or private wealth management.
- Demonstrated success advising individual, mass affluent, or high-net-worth (HNW) clients.
- Strong expertise in financial planning, investment management, retirement planning (including 401(k), IRA, Roth IRA, and other retirement vehicles), estate planning fundamentals, and debt management.
- Solid understanding of tax-efficient investment strategies and regulatory frameworks governing personal financial advice.
- Excellent written and verbal communication skills with the ability to explain complex financial concepts clearly and effectively.
- Strong analytical, problem-solving, and decision-making abilities in client-focused financial planning scenarios.
- Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or an equivalent professional financial planning credential is required.
- Experience working at leading wealth management firms, private banks, or financial advisory institutions.
- Familiarity with AI-powered financial planning platforms, digital advisory tools, or financial technology solutions.
- Proven track record of delivering personalized, technically accurate, and client-focused financial advice.
- Experience collaborating with multidisciplinary teams in fast-paced, technology-driven environments.
Similar Jobs
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Lead go-to-market, new product introduction, and customer adoption for ServiceNow’s AI offerings serving developer and admin personas. Build customer understanding, guide early-access programs, advocate for customer needs, create technical enablement content, conduct onboarding sessions, manage community engagement, and collaborate with product, engineering, partners, analysts, and thought leaders. The role requires translating generative AI and agentic technology capabilities into enterprise customer value and influencing product strategy.
Top Skills:
Agent OrchestrationAi AgentsApplication DevelopmentGenerative AiLlmsMcpServicenow Ai Platform
Information Technology • Insurance • Software
Customer-facing consultant for large insurance agencies, advising on Vertafore products. Drive product assessments, recommend optimizations, support sales and professional services, present to stakeholders, ensure adoption, collaborate cross-departmentally, and travel to customer sites.
Top Skills:
ExcelPowerPointVertaforeWord
Artificial Intelligence • Fintech • Hardware • Information Technology • Sales • Software • Transportation
Supports B2B partner, Networks, and public sector events from planning through post-show follow-up. Responsibilities include maintaining checklists and trackers, managing booth assets and shipping, processing vendor paperwork and invoices, submitting marketing operations requests, preparing lead lists and event reports, coordinating attendee logistics, and providing onsite event support. The role also tracks sponsor commitments, exhibitor and speaker submissions, memberships, procurement forms, and compliance documentation.
Top Skills:
AsanaEvent Registration PlatformsMarketoSalesforceSpreadsheets
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
