Remote Private Wealth Advisor for AI-Driven Tools

Temporary

YO AI Labs

YO AI Labs is seeking a Personal Financial Advisor (Private Wealth) on a contractor basis to help shape AI-driven financial guidance for high-net-worth clients. You will apply your domain expertise to design real-world input that informs next-generation AI systems.

With 3+ years in personal financial advisory, you’ll translate complex tax-aware strategies into clear steps, maintain regulatory alignment, and build trusted client relationships. CFP or CFA required.

#J-18808-Ljbffr

Apply

Vacancy posted 4 days ago

Similar jobs that could be interesting for youBased on the Remote Private Wealth Advisor for AI-Driven Tools in Houston, TX vacancy

Senior Software Engineering - Telecommute
...Full Stack Engineer, Tooling (this role is US based remote, all candidates must be authorized to work in the... ...believe In the past few years, private equity investors have invested more... ...across the full stack and using modern AI-enabled workflows to accelerate...
Remote job
Private
Full time
Immediate start
Crosslake Technologies
Philadelphia, PA
1 day ago
AI Finance Domain Expert
...About this role Role Title: AI Finance Domain Expert Role... ...Contractor (Part Time) Location: Remote micro1 is engaging AI... ...project focused on enhancing AI-driven financial applications. In this... ...advanced financial acumen from private equity, venture capital,...
Remote work
Private
Part time
For contractors
micro1
Remote
6 days ago
Revenue Cycle Executive for AI Tool Evaluation
$162 per hour
...executive revenue cycle leadership to evaluate AI tools and strategic outputs intended to improve... ...revenue cycle performance. This remote opportunity focuses on using expertise in... ...scale EHR implementations. Experience in private-equity-backed healthcare organizations, health...
Remote work
Private
Hourly pay
Flexible hours
SaidGig
United States
more than 2 months ago
Finance GTM Associate
$117.52k - $146.9k
...spend effortlessly. Brex’s AI-native automation and... ...you with the tools, resources, and support... ...weeks per year of fully remote work!What You’ll DoWe are... ...and implementing data-driven and high-impact initiatives... ...Finance, Investment Banking, Private Equity experience, or...
Remote work
Private
Work at office
Work from home
3 days per week
Brex
San Francisco, CA
4 days ago
Senior Product Manager - AI
...complexity, keeping every team, tool, and customer... ..., and execution for the AI assistant product embedded... ...roles, in a technology-driven environment.Strong design... ...the best VCs in the US)Private health insurance, including... ...posted as a fully remote roleMental health support...
Remote work
Private
Immediate start
Work from home
Monday to Friday
FrontApp
San Francisco, CA
4 days ago
Full Stack Software Engineer
(This role is US based remote and all candidates must... ...business strategy. And with AI reshaping how companies... ...’re focused on helping private equity investors and... ...Use AI productivity tools to accelerate development... ...-focused, engineering-driven companies Experience...
Remote job
Private
Full time
Crosslake Technologies
Philadelphia, PA
1 day ago
Health Insurance Data Analyst
$99k - $225k
...global challenges. Across private and public sectors—from... ...right combination of tools and frameworks to turn... ...teams and leading data‑driven projects3+ years of experience... ...fraud.Candidate AI Usage PolicyAI is a part... ...on during meetings.Remote: If this position is listed...
Remote work
Private
Full time
Contract work
Part time
Work at office
Local area
Booz Allen Hamilton
Bethesda, MD
1 day ago
Software Engineer - Frontend
$170k - $225k
...Luminary is the AI-native system of action for wealth transfer services... ...mass market. As private client... ...verticalized, agent-driven workflows for tax... ...a client's full advisor ecosystem, and is... ...ready. Modern tooling. Meticulous, Amp... ...We support both remote and in-office preferences...
Remote work
Private
Work at office
Visa sponsorship
Work visa
Free visa
Luminary
New York, NY
5 days ago
Associate Wealth Advisor
...clients in partnership with Wealth Advisor and Senior Wealth Advisor professionals... ...-oriented, proactive, and a driven self-starter.Ability to... ...are singularly focused on private wealth management — disciplined... ...: 60% in office, 40% remote for most positionsPaid time off...
Remote work
Private
Temporary work
Work at office
Bessemer Trust
Naples, FL
4 days ago
Senior Associate, Strategic Finance
$119k
...to bring rigorous, data-driven insights to help Chime... ...processes, systems, and tooling to better reflect... ...automation and emerging AI capabilities to enhance... ...Finance, investment banking, private equity, consulting,... ...are part of our fully remote program, you’ll stay engaged...
Remote work
Private
Full time
Work at office
Local area
Chime
San Francisco, CA
4 days ago
Senior Software Engineer
...applications, processes, and AI into a single, governed... ...their roles . We are driven by innovation and... ...as one of the top 100 private cloud companies in the... ...the #1 best company for remote workers Responsibilities... ...: You use modern AI tooling (e.g., Claude Code) in...
Remote work
Private
Full time
Flexible hours
Workato
Remote
1 day ago
Staff Product Manager (Developer tools)
...applications, processes, and AI into a single, governed... ...of their roles. We are driven by innovation and... ...as one of the top 100 private cloud companies in the... ...the #1 best company for remote workersWe’re looking for... ...automation and integration tools on the Workato platform...
Remote work
Private
Immediate start
Flexible hours
Workato
San Francisco, CA
3 days ago
Asset-Backed Securitization and Financing - Associate
$150k - $175k
...flows through bankruptcy-remote vehicles. Transactions... ...conjunction with event driven transactions including... ...fintech, subprime auto, and private credit-focused vertical... ...processing and AI do not involve relying... ...accommodation to use our search tools and/or apply for a...
Remote work
Private
Full time
Citigroup
New York, NY
2 days ago
Senior Software Engineering - Telecommute
...(this role is US based remote, all candidates must be... ...In the past few years, private equity investors have invested... ...many of Crosslake’s tools and products. These... ...tools and products Use AI tools to accelerate... ...Familiarity with domain-driven design (DDD) principles...
Remote job
Private
Full time
Crosslake Technologies
Philadelphia, PA
1 day ago
Strategic Finance Associate
...Associate United States - Remote OfficeSpace Software provides the leading AI operating system for the... ...Leverage AI tools to accelerate analysis,... ...in investment banking, private equity, consulting, finance... ...Collaborative, Results-Driven Environment : We value...
Remote work
Private
OfficeSpace Software
United States
5 days ago
Principal Product Manager- Conversational AI
...Assist is Hopper's agentic AI assistant for travel,... ...using AI coding tools where they beat a written... ...the product levelA data-driven approach grounded in customer... ...$750 million USD of private capital and is backed... ...technologies.LocationUS - Remote; Austin - Remote;...
Remote work
Private
Work from home
Hopper
Miami, FL
3 days ago
Principal Software Engineer, Data Platform
...are building a Data + AI team to unlock the next... ...observability to AI-driven threat detection, insider... ...opportunity to join a small, private, high-impact company... ...choices on tools, frameworks, and cloud... ...Flex time off Policy ~ Remote Work / Home office setup...
Remote work
Private
Full time
Temporary work
Work from home
Worldwide
Home office
Flexible hours
3 days per week
Appgate Careers
Remote
1 day ago
Remote AI Engineer
...We’re looking for a versatile AI Engineer to join our healthcare... ...and help build intelligent tools that improve patient care, streamline... ..., keep, and process your private information, please review Insight... ...with Snowflake for AI-driven data operations Proficiency...
Remote work
Private
Immediate start
Insight Global
United States
5 days ago
Senior Information Security Analyst
$95k - $140k
...with 4 days onsite, and 1 day remote. Visa sponsorship or transfer... ...the review of IT systems and tools to ensure the inclusion of... ...gained favor over the past decade, driven by innovations, and Great Gray... ...MDP is a leading private equity investment firm based in...
Remote work
Private
Full time
Work experience placement
Local area
Visa sponsorship
Great Gray, Llc
Boston, MA
1 day ago
Data Scientist - NYC
$100 per hour
...team as an independent remote employee. Our team brings... ...learning to the private equity investment process... ...professionals passionate about AI/ML and its impact on... ...and data visualization tools Create valuable... ...make analytical and data-driven decisions Location...
Remote work
Private
Work at office
3 days per week
The Hollister Group LLC
Boston, MA
5 days ago
AI Operations Associate
$110k - $140k
...to work in finance. As private equity’s value creation... ...data, technology, and AI, we help clients drive... ...Associate monitors AI-driven workflows in production... ...the flexibility to work remotely 2 days per week (also eligible... ...regressions, and tool-call problems in production...
Remote work
Private
Full time
Work at office
Local area
2 days per week
Accordion
Los Angeles, CA
1 day ago
AI Engineer
...AI Engineer – Sales Copilot We are looking for... ...Engineer to design and build a private AI copilot used by a... .... It is a judgment-driven copilot that helps a human... ...copilot, or internal AI tool. Has experience working... ...Engagement & Work Style: Fully remote. Overseas talent...
Remote work
Private
Contract work
Overseas
Flexible hours
Somewhere
United States
3 days ago
Data Scientist - NYC
$100 per hour
...team as an independent remote employee. Our team brings... ...learning to the private equity investment process... ...professionals passionate about AI/ML and its impact on... ...and data visualization tools Create valuable... ...make analytical and data-driven decisions Location:...
Remote work
Private
Work at office
3 days per week
The Hollister Group LLC
Cambridge, MA
12 hours ago
Software Engineer (Backend)
$150k - $190k
...Standard Metrics is an AI-driven financial data platform that helps... ...automated reporting and benchmarking tools. We’re a team of optimistic... ...accelerate innovation in the private markets. Standard Metrics is... ...offsites: While we are a remote-first company and build our...
Remote work
Private
Full time
Local area
Flexible hours
Standard Metrics
United States
1 day ago
Data Product Manager
$105k - $160k
...Product Manager | 100% Remote (WFH) Opportunity... ...ownership, and executing on AI enablement strategy across... ...to embed AI-driven insights, predictions,... ...Stay current on AI/BI tooling, industry applications... ...space that provides a private and quiet workplace....
Remote work
Private
Work from home
Shift work
Employers
United States
2 days ago
Head of Tech Delivery - REMOTE
...Reston, Virginia, SOSi is a private defense and government... ...to build the agentic AI-powered delivery engine... ..., automation, and tooling that make delivery repeatable... ...programs.Build AI-driven portfolio visibility that... ...and three days optional remote).Travel required for...
Remote work
Private
Work at office
SOSi
Reston, VA
2 days ago
AI Resilience Fund Manager - Vancouver
...partner is looking for an AI Resilience Fund Manager... ...to withstand AI-driven disruption, political instability... ..., venture capital, private equity, institutional... ...contractors; the role is remote and open to candidates... ...intelligence (AI) tools to support parts of the...
Remote work
Private
Temporary work
For contractors
Shift work
jobgether
United States
2 days ago
Senior Software Engineer (AI)
$185k - $225k
...About Juniper Square Private markets are one of the largest... ..., our purpose-built AI platform, we’re reimagining... ..., ranging from a fully remote experience to working... ...workflows, guardrails, prompt/tool orchestration, and model... ...ability to embed AI-driven practices to accelerate...
Remote job
Private
Full time
Work at office
Local area
Work from home
Flexible hours
Juniper Square
United States
1 day ago
Senior Technical Recruiter Engineering
$153k - $172k
...World. TRM Labs provides AI-powered intelligence... ...solutions that help public and private sector agencies... ...expertise in using sourcing tools, conducting market... ...Our talent team is fully remote, embracing async... ...challenges collectively. Driven by a dedication to our...
Remote work
Private
Full time
Worldwide
3 days per week
Trm Labs
San Francisco, CA
1 day ago
Software Engineer, Core Product
...complexity, keeping every team, tool, and customer... ...continues to invest in AI-powered workflows, CPX is... ...***you’ve led projects, driven alignment, and delivered... ...the best VCs in the US)Private health insurance, including... ...unless posted as a fully remote roleMental health support...
Remote work
Private
Work at office
Immediate start
Work from home
Worldwide
Monday to Friday
FrontApp
San Francisco, CA
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Remote Private Wealth Advisor for AI-Driven Tools. Be the first to apply!