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Personal Financial Advisor for AI Training (Private Wealth)Confidential • Atlanta, Georgia, United States
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Personal Financial Advisor for AI Training (Private Wealth)

Confidential
  • US
    Atlanta, Georgia, United States
  • US
    Atlanta, Georgia, United States
Apply Now

About

As a Personal Financial Advisor specializing in Private Wealth, you will leverage your financial expertise to influence the development of next-generation AI systems. Your insights will play a crucial role in shaping how these models learn, reason, and perform, ultimately enhancing the financial advisory landscape.

Key Responsibilities:
  • Deliver personalized, actionable financial guidance across budgeting, investment planning, retirement strategies, and debt management.
  • Review and assess realistic client scenarios to inform the creation of advanced AI-assisted financial planning tools.
  • Provide clear, structured written feedback to improve AI systems’ capabilities in supporting advisors and clients with diverse financial needs.
  • Communicate complex financial concepts in a client-centric and easily understandable manner.
  • Utilize strong judgment to balance immediate financial needs with long-term planning considerations.
  • Ensure all guidance adheres to current regulatory compliance and best practices in private wealth management.
  • Act as a subject matter expert to guarantee AI outputs reflect high-quality, thoughtful advice aligned with industry standards.
Qualifications:
  • 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients.
  • Proven ability to build trust and rapport with high-net-worth or mass affluent clients.
  • Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management.
  • Solid understanding of tax-aware strategies and regulatory frameworks relevant to personal finance.
  • Excellent written and verbal communication skills, capable of translating complex advice into clear, actionable steps.
  • Exceptional judgment and decision-making capability in high-impact client scenarios.
  • CFP, CFA, or equivalent credential required.
Preferred Qualifications:
  • Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking.
  • Exposure to AI-assisted financial planning tools or processes (helpful but not required).
  • Track record of delivering high-quality advice that balances technical accuracy with client-centric clarity.

Join our team and utilize your expertise to help design the next generation of AI-assisted financial advisory solutions. This role offers a unique opportunity to impact how future advisors and clients make informed financial decisions through your expert input, judgment, and real-world experience.

  • Atlanta, Georgia, United States

Languages

  • English
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