Remote Personal Financial Advisor — Private Wealth
Remote / Online - Candidates ideally in
Austin, Delta County, Colorado, 81410, USA
Listed on 2026-07-09
Austin, Delta County, Colorado, 81410, USA
Listing for:
YO IT Consulting
Contract, Remote/Work from Home
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
Location: Austin
YO IT Consulting is seeking a Personal Financial Advisor (Private Wealth) to deliver personalized financial guidance and assist in the development of AI financial planning tools. This remote role requires over 3 years of experience in personal financial advisory and a CFP or CFA credential.
Ideal candidates should have strong communication skills and be able to translate complex financial advice into actionable steps for clients. Join us in shaping the future of financial advisory through AI.
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