Personal Financial Advisor (Private Wealth) | Torre
Personal Financial Advisor (Private Wealth)
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Personal Financial Advisor (Private Wealth)

Client: Muhammad Amjad
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(348) info
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You'll shape the future of financial planning by integrating real-world wealth expertise with AI innovation.
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Freelance
A project
Compensation
USD80 - 110/hour
Negotiable
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Remote (anywhere)
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Posted about 1 month ago

Responsibilities and deliverables

We are partnering with an innovative client building the next generation of AI-assisted financial planning tools. They are seeking an experienced Personal Financial Advisor to bring real-world expertise in private wealth management and help shape intelligent, client-centric financial solutions. Role: Personal Financial Advisor (Private Wealth). Location: Remote. Rate: $80 – $110/hr. Type: Contract. Responsibilities: - Deliver tailored financial advice on investments, retirement, budgeting, and debt management. - Work with high-net-worth clients to build long-term financial strategies. - Evaluate real-world scenarios to support AI-driven financial planning systems. - Communicate complex financial concepts clearly to clients and technical teams. - Ensure all recommendations meet regulatory and compliance standards. - Provide insights to enhance AI-powered advisory tools. Qualifications: - Strong experience in private wealth management or financial advisory. - Background advising high-net-worth or mass affluent clients. - Experience with top-tier institutions (e.g., Schwab, J.P. Morgan, Morgan Stanley, Merrill Lynch, Chase). - Deep knowledge of investment strategies, retirement planning (401k, IRA), and tax-aware approaches. - Certified Financial Planner (CFP) designation required. - Excellent communication, judgment, and client relationship skills. Bonus Points: - Direct experience advising individual clients (versus institutional only). - Exposure to AI-driven financial tools or platforms. - Ability to contribute insights that improve advisor and client experiences.

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