[Remote] Personal Financial Advisor (Private Wealth)- contract role

Note: The job is a remote job and is open to candidates in USA. Headsmart Solutions is seeking a Personal Financial Advisor (Private Wealth) for a contract role. In this position, you will provide personalized financial guidance and support the development of AI-assisted financial planning tools, ensuring compliance and high-quality advice for clients.ResponsibilitiesDeliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt managementReview and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning toolsProvide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients with diverse financial needsCommunicate complex financial concepts in a client-centric, easily understandable wayUtilize strong judgment to balance immediate financial needs with long-term planning considerationsEnsure all guidance reflects up-to-date regulatory compliance and best practices in private wealth managementAct as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standardsSkillsSeveral years of hands-on experience in personal financial advisory or private wealth management, advising individual clientsProven ability to build trust and rapport with high-net-worth or mass affluent clientsDeep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt managementSolid grasp of tax-aware strategies and regulatory frameworks relevant to personal financeExcellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable stepsExceptional judgment and decision-making capability in high-impact client scenariosCFP, CFA, or equivalent credential requiredBenefitsCandidate has the flexibility to choose their work hours.Company OverviewHeadsmart Solutions began its journey in January 2021 with a mission to deliver outstanding recruitment and consulting solutions in India. It was founded in 2020, and is headquartered in Greater Noida West, Uttar Pradesh, IN, with a workforce of 2-10 employees. Its website is https://headsmartsolutions.com.