Remote Private Wealth Advisor AI-Driven Planning
Remote / Online - Candidates ideally in
Washington, District of Columbia, 20022, USA
Listed on 2026-08-24
Washington, District of Columbia, 20022, USA
Listing for:
YO AI Labs
Remote/Work from Home
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, AI Evaluation
Job Description & How to Apply Below
YO AI Labs is seeking a seasoned Personal Financial Advisor (Private Wealth) for a remote, US-only contractor role. You will apply your expertise to guide high-net-worth clients and help train next-generation AI systems with real-world input.
The role emphasizes tax-aware retirement and investment planning, debt management, and compliant, client-focused guidance, bridging human insight with AI outputs. Exceptional written and verbal communication and CFP/CFA credentials are required.
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