Position: Private Wealth Management / Personal Finance Advisor Type: Hourly contract Compensation: $160-$300/hr Location: Remote Commitment: 10–40 hours/week
Role Responsibilities Deliver expert personal finance and wealth management guidance to individuals across varied risk profiles and income levels. Design and manage portfolio construction, expense management, and financial decision-making strategies aligned with client goals and risk tolerance. Apply real-world private wealth management experience to improve AI-driven advisory solutions at scale. Provide asynchronous feedback and participate in focused review sessions with research teams. Translate complex financial situations into clear, client-ready recommendations. Demonstrate exceptional written and verbal communication in all advisory and collaboration contexts. Uphold the highest standards of discretion, professionalism, and client-first service.
Requirements Strong hands-on experience in private wealth management or personal finance advisory roles. Proven ability to design and implement personalized investment portfolios and financial planning strategies. Experience serving clients across retail, mass-affluent, HNW, and UHNW segments. Strong analytical skills with the ability to synthesize financial data into actionable insights. Excellent written and verbal communication skills with a focus on clarity and empathy. Ability to work independently in a remote, collaborative, and fast-paced environment. Unwavering commitment to ethical standards and client confidentiality.
Application Process (Takes 20 Min) Upload resume Interview Submit form

Skills: Finance