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Remote Jobs Relocation Jobs

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Wealth Management Financial Consultant

Mogi I/O : OTT/Podcast/Short Video Apps for you

Posted 4 days ago

🇲🇽Mexico🏠Remote📁Finance

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Location: North America- Remote

Employment Type: Contract (15 Hours/Week)

Job Overview

We are seeking an experienced Personal Financial Advisor (Private Wealth) to support the development of next-generation AI-powered financial advisory solutions. In this role, you will apply your expertise in financial planning and wealth management to evaluate real-world scenarios, provide expert insights, and help improve AI models. Prior AI experience is not required.

Key Responsibilities

Review and evaluate real-world financial planning scenarios.
Provide expert guidance on investments, retirement planning, budgeting, debt management, and wealth strategies.
Deliver structured feedback to improve AI-generated financial advice.
Ensure recommendations align with industry regulations and best practices.
Collaborate with the client team to enhance the quality and accuracy of AI outputs.

Requirements

4 10 years of experience in personal financial advisory or private wealth management.
Strong expertise in investment planning, retirement planning, tax-aware strategies, and wealth management.
CFP, CFA, or equivalent professional certification is required.
Excellent analytical, communication, and decision-making skills.
Ability to work independently in a remote environment.

Preferred

Experience with firms such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking.
Exposure to AI-enabled financial planning tools is a plus.

Additional Details

Location: Remote (North America)
Contract: 4 months (may extend to 6 months)
Work Schedule: 20 40 hours/week

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