Overview
Personal Financial Advisor (Private Wealth) [$160 - $300/hr]
Responsibilities
* 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
Good Candidature
* 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
Nice To Have
* Direct experience advising individual clients, not solely institutions
* Exposure to AI-driven financial planning platforms or technology-enabled advisory roles
* Demonstrated ability to provide feedback and insights that improve client and advisor solutions
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