Type: hourly contractcompensation: $160 - $300/hourlocation: remotecommitment: 10 40 hours/weekrole responsibilitiesdeliver tailored financial planning and investment advice for high-net-worth clients.evaluate client scenarios and provide expert feedback to enhance ai financial tools.communicate complex financial concepts clearly to clients and technical teams.develop and support long-term financial strategies aligned with client goals.ensure compliance with regulatory standards and fiduciary responsibilities.build strong client relationships through thoughtful, client-centric guidance.contribute insights to improve ai-driven financial planning systems.requirementsstrong experience in private wealth management or personal financial advisory.proven background advising high-net-worth or mass-affluent clients.deep understanding of investment strategies, retirement planning, and tax-aware approaches.strong judgment and decision-making skills in advisory contexts.excellent written and verbal communication skills.strong expertise in client relationship management and compliance.application process (takes 20 min)easy apply on linkedinparticipate in resume evaluation & interview stage
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