Personal Financial Advisor

• Several years of hands-on experience in personal financial advisory or private wealth management, preferably with mass affluent or high-net-worth clients.
• Proven track record at respected institutions such as Schwab Private Client, J.P. Morgan Private Bank, Morgan Stanley Wealth Management, Bank of America Merrill Lynch, or Chase Private Banking.
• Deep understanding of investment planning, retirement vehicles (401k, IRA), and tax-aware financial strategies.
• Exceptional judgment and decision-making skills in client advisory contexts.
• Outstanding written and verbal communication abilities.
• Certified Financial Planner (CFP) designation required.
• Expertise in client relationship management and regulatory compliance.

• Deliver tailored financial guidance on budgeting, investment strategies, retirement planning, and debt management for high-net-worth individuals.
• Evaluate client scenarios and provide expert feedback to support the development of advanced AI financial planning tools.
• Communicate complex financial concepts clearly and concisely to both clients and technical teams.
• Help clients build and execute practical, long-term financial plans aligned with both immediate needs and future goals.
• Uphold industry standards and regulatory compliance in all client interactions and recommendations.
• Build trust by offering high-quality, thoughtful, and client-centric advice that drives meaningful financial outcomes.
• Contribute insights and expertise to refine and advance AI-driven solutions for financial planning.

Pay: $80 to $100 per hour, paid every two weeks directly to you

Location: Fully remote, work from anywhere

Hours: No fixed shifts. Minimum 20 hours per week. Work early morning, late night, weekends,
whatever suits you. Duration: Approximately 3 months, extendable based on performance. You can keep your current job and do this alongside it.

The process moves fast. Onboarding is first-come, first-served.