Job Description

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 be instrumental in shaping how these models learn and perform, ensuring they provide high-quality, actionable financial guidance to clients. This role offers a unique opportunity to apply your domain knowledge in a cutting-edge environment, with no prior AI experience required. Key Responsibilities:

• Deliver personalized, actionable financial guidance covering budgeting, investment planning, retirement strategies, and debt management.
• Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools.
• Provide clear, structured written feedback to enhance 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 up-to-date regulatory compliance and best practices in private wealth management.
• Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards.

• Several 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, with the ability to translate complex advice into clear, actionable steps.
• Exceptional judgment and decision-making capability in high-impact client scenarios.
• CFP, CFA, or equivalent credential required.

• 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 high-bar role provides the opportunity to significantly impact how future advisors and clients make informed financial decisions through your expert input and real-world experience.

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