Job Description
Type: Hourly contract
Compensation: $160 - $300/hour
Location: Remote
Commitment: 10 40 hours/week
Role Responsibilities
- Deliver 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.
Requirements
- Strong experience in private wealth management or personal financial advisory.