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Remote Financial Advisor AI-Driven Personal Finance
Remote / Online - Candidates ideally in
Wilmington, New Hanover County, North Carolina, 28412, USA
Listed on 2026-07-09
Wilmington, New Hanover County, North Carolina, 28412, USA
Listing for:
YO IT Consulting
Remote/Work from Home
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
YO IT Consulting is seeking a Financial Advisor (CFA/CFP) to work remotely. In this role, you will leverage your expertise to evaluate real-world advisory scenarios and provide insights to enhance AI systems. A strong background in holistic financial planning, budgeting, and compliance is essential for this position.
The ideal candidate has at least 3 years of client-facing experience and a commitment to fiduciary standards. Your role will focus on refining advisory processes and ensuring effective client communication.
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