[Remote] Personal Financial Advisor

Note: The job is a remote job and is open to candidates in USA. Umanist NA is seeking experienced Personal Financial Advisors and Private Wealth Management professionals to contribute their expertise to the development of next-generation AI-powered financial advisory solutions. This fully remote contract role involves providing expert insights across various financial planning domains and helping improve AI-generated financial advice.ResponsibilitiesProvide expert insights across financial planning, investment management, retirement planning, and wealth managementReview realistic client scenarios and evaluate financial recommendationsDeliver structured written feedback to improve AI-generated financial adviceHelp ensure AI outputs align with industry best practices and regulatory standardsExplain complex financial concepts in a clear, client-friendly mannerAssess budgeting, debt management, retirement, and investment strategiesApply sound judgment when balancing short-term financial needs with long-term wealth-building goalsSupport the development of AI-assisted financial planning tools through your domain expertiseSkillsMinimum 3+ years of experience in Personal Financial Advisory or Private Wealth ManagementExperience advising High-Net-Worth (HNW) or Mass Affluent clientsStrong expertise in: Financial Planning, Investment Management, Retirement Planning (401(k), IRA, etc.), Tax-Aware Financial Strategies, Debt ManagementStrong client relationship management and communication skillsKnowledge of personal finance regulations and compliance requirementsAbility to provide clear, structured written feedbackCFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) certification is mandatoryCompany OverviewWe are a global firm dedicated to creating human-centric solutions that drive innovation and growth across organizations worldwide. It was founded in 2022, and is headquartered in New York, US, with a workforce of 2-10 employees. Its website is https://umaniststaffing.com/careers/.