YO AI Labs is seeking a Personal Financial Advisor (Private Wealth) for a remote, US-only contractor role. You will guide clients on budgeting, investments, and retirement, while shaping AI-powered advisory tools through real-world input.
Requires 3+ years in private wealth, strong client rapport with high-net-worth individuals, and CFP or CFA credentials. You will translate complex finance concepts into actionable steps and ensure regulatory compliance in all guidance.
#J-18808-LjbffrPrivate Wealth AI Advisor (Remote Contractor) in seattle at Unknown Company
This position is listed as contract and able to be worked remotely.