Personal Financial Advisor for AI Model Training

Job Description

location:,Nashville, TN, , United States

Company:Confidential

As a Personal Financial Advisor specializing in Private Wealth, you will leverage your expertise to deliver personalized financial guidance and shape the future of AI-assisted financial planning. Your insights will directly influence how next-generation AI systems learn and perform, ensuring they meet the diverse needs of clients.

Key Responsibilities:

• Provide tailored financial advice covering budgeting, investment planning, retirement strategies, and debt management.
• Evaluate client scenarios to inform the development of advanced AI-assisted financial planning tools.
• Deliver clear, structured feedback to enhance AI systems’ capabilities in supporting advisors and clients.
• Communicate complex financial concepts in a straightforward, client-friendly manner.
• Utilize sound judgment to balance immediate financial needs with long-term planning goals.
• Ensure all advice adheres to current regulatory compliance and best practices in private wealth management.
• Act as a subject matter expert to guarantee that AI outputs reflect high-quality, thoughtful financial advice.

Qualifications:

• Several years of experience in personal financial advisory or private wealth management, specifically advising individual clients.
• Proven ability to build trust and rapport with high-net-worth or mass affluent clients.
• In-depth knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management.
• Strong understanding of tax-aware strategies and relevant regulatory frameworks.
• Excellent written and verbal communication skills, capable of translating complex advice into clear, actionable steps.
• Exceptional judgment and decision-making skills in high-impact client scenarios.
• CFP, CFA, or equivalent credential is required.

Preferred Qualifications:

• Experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking.
• Familiarity with AI-assisted financial planning tools or processes is a plus.
• Demonstrated track record of providing high-quality advice that balances technical accuracy with client-centric clarity.

Join our team to help design the next generation of AI-assisted financial advisory solutions. This role offers a unique opportunity to influence how future advisors and clients make informed financial decisions through your expert insights and real-world experience.