[Remote] Personal Financial Advisor (Private Wealth)

Note: The job is a remote job and is open to candidates in USA. Arc is sourcing candidates for a Personal Financial Advisor (Private Wealth) role, which is a remote contract opportunity in the US. The position requires experienced professionals to advise clients on investment decisions, retirement planning, and wealth preservation while applying sound judgement to complex financial situations.ResponsibilitiesReviewing realistic financial planning scenariosEvaluating recommendations and financial strategiesApplying professional judgement to complex client situationsAssessing tradeoffs between short-term and long-term financial goalsProviding structured written feedback and expert analysisHelping improve how advanced AI systems reason about financial planning and advisory decisionsEnsuring recommendations align with industry standards and best practicesSkillsSeveral years of hands-on experience advising individual clientsStrong background in private wealth management or personal financial advisoryDeep knowledge of investments, retirement planning, and personal financeStrong understanding of regulatory and compliance considerationsExcellent written and verbal communication skillsAbility to explain complex financial concepts in a clear and client-friendly mannerCFP, CFA, or equivalent credential requiredExperience with institutions such as Charles Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, Chase Private Client, or similar firms is highly valuedPrior AI experience is not requiredCompany OverviewArc is a modern technical opportunities network built for software engineers, AI builders, infrastructure specialists, SRE/DevOps engineers, MLOps talent, data professionals, mobile developers, game developers, and niche technical specialists. It was founded in undefined, and is headquartered in London, GB, with a workforce of 0-1 employees. Its website is .