💼💰✨ We’re Hiring: Personal Financial Advisor (Private Wealth) (Remote | Contract)

Role Overview:
We are seeking an experienced Personal Financial Advisor specializing in Private Wealth to join an innovative AI-driven financial planning initiative 🚀 In this fully remote, contract-based role, you will leverage your expertise to guide high-net-worth client scenarios, provide strategic financial insights, and help train next-generation AI systems in delivering smarter, more personalized financial advice 🌍

Key Responsibilities:
📊 Deliver tailored financial strategies covering investments, retirement planning, budgeting, and debt management
💼 Advise on wealth growth, preservation, and tax-efficient financial planning
🧠 Evaluate client scenarios and provide expert insights to enhance AI financial tools
📈 Help design long-term financial plans aligned with client goals and risk profiles
🗣️ Communicate complex financial concepts clearly to both clients and technical teams
⚖️ Ensure compliance with financial regulations and industry standards
🤝 Build trust through client-centric, high-quality advisory services

Required Qualifications:
✔️ Proven experience in personal financial advisory or private wealth management
✔️ Experience working with high-net-worth or mass affluent clients
✔️ Strong background in investment management, retirement planning, and tax-aware strategies
✔️ Certified Financial Planner (CFP) designation (mandatory)
✔️ Excellent judgment and decision-making skills
✔️ Strong communication and client relationship management abilities
✔️ Deep understanding of regulatory compliance and financial standards

Technical Skills:
📊 Financial planning, portfolio management, and wealth advisory
📈 Investment analysis, retirement vehicles (401k, IRA), and tax optimization
🤖 Familiarity with AI-driven financial tools or advisory platforms (preferred)
📝 Scenario evaluation, reporting, and strategic recommendation frameworks

Additional Requirements:
🌍 Comfortable working in a fully remote, project-based environment
⏳ Strong time management and ability to handle multiple client scenarios
🎓 Experience with leading financial institutions is a plus
💰 Salary: $160 – $300 per hour (approximately ₹13,300 – ₹25,000/hour, paid in Indian currency based on current exchange rates). Salary in hand will be calculated on an hourly basis, and this is a contract-based role.

✨ Help shape the future of AI-powered financial advisory and wealth management! 🚀