Job Type: Full-time (Contractual / Freelancing)
Location: Remote
Join our team as a Private Wealth Management / Personal Finance Advisor and offer your expertise to improve personalized wealth management at scale. You’ll work closely with one of the leading AI labs on a core capability, conducting focus sessions and providing async feedback to elevate the personal finance user experience. We are seeking top-tier professionals who place a premium on exceptional client service and communication.
Key Responsibilities:
- Deliver expert personal finance guidance to individuals with varying risk profiles and income levels.
- Work closely with researchers to provide asynchronous feedback and expertise that enhance advisory solutions at scale.
- Design and manage strategies for portfolio construction, expense management, and financial decision-making that align with individual client risk profiles and goals, including complex scenarios.
- Leverage extensive experience from leading private wealth management and personal finance practices to drive best-in-class outcomes.
- Demonstrate exemplary written and verbal communication in all client and team interactions.
- Maintain the utmost discretion, professionalism, and a client-first approach throughout all advisory engagements.
Required Skills and Qualifications:
- 5+ years of hands-on experience and leadership in private wealth management or personal finance advisory at a leading financial institution (e.g., Schwab Private Client Services, J.P. Morgan Private Bank, Morgan Stanley Wealth Management, Bank of America Merrill Lynch, Edward Jones, Fidelity Investments, Vanguard, and similar firms).
- Proven track record designing and implementing investment personalized portfolios, expense management processes, and decision-making strategies tailored to client-specific risk profiles and income.
- Expertise in delivering high-touch client service to clients across varying levels of financial circumstance, from everyday retail to mass-affluent to HNW/UHNW. Experience will ideally include all forms of financial planning (retirement, mortgage, budgeting, investments) across different client segments.
- Strong analytical skills with the ability to synthesize complex financial data into actionable recommendations.
- Exceptional written and verbal communication skills, prioritizing clarity, empathy, and professionalism.
- Ability to thrive in a remote, collaborative, and fast-paced environment.
Unwavering commitment to ethical standards and client confidentiality.
Preferred Qualifications:
- Experience leading advisory teams or high-impact client initiatives in a private wealth practice.
- CFA, CFP, CRPC, or other relevant professional certifications.
- Familiarity with digital tools.