Wealth Advisor
$50 - $60 per hourDataAnnotation
DataAnnotation is committed to creating high-quality AI. We are looking for a Wealth Advisor to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part‑time alongside a current position, pursue it full‑time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision‑making. Role In this role, you might: Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work Push the models with complex, real‑world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t. Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert‑level financial reasoning and formal training in a finance‑related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits This is a full‑time or part‑time REMOTE position You’ll be able to choose which projects you want to work on You can work on your own schedule Projects are paid hourly starting at USD $50–$60 per hour, with bonuses on high‑quality and high‑volume work Responsibilities Give AI chatbots diverse and complex problems and evaluate their outputs Evaluate the quality produced by AI models for correctness and performance Qualifications Fluency in English (native or bilingual level) Detail‑oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Masters and/or PhD is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. Only applicants in United States will be considered for this role. This is an independent contract position. #J-18808-Ljbffr
- A technology firm specializing in AI is looking for a Wealth Advisor to join their remote team. This role offers the flexibility to set your own schedule and choose projects, making it suitable for part-time or full-time engagement. Candidates should have advanced financial...SuggestedHourly payFull timePart timeRemote work
- A leading financial advisory firm is seeking a Wealth Advisor to manage client relationships and provide sophisticated financial planning. You will lead engagements in areas such as retirement and tax planning, while building deep client connections. Ideal candidates will...SuggestedFull timeRemote work
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- ...professional training. Candidates should have a relevant Bachelor's degree, strong communication skills, and must be authorized to work in the U.S. Flexible schedules and comprehensive benefits are provided to support work-life balance. #J-18808-Ljbffr Equitable AdvisorsSuggestedTraineeshipFlexible hours
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- A financial institution in Raleigh, North Carolina is seeking a Financial Advisor. This role involves managing existing client relationships, pursuing new clients, and handling investment products. The ideal candidate should have a High School diploma, at least 3 years...
- ...investment strategies. Qualified candidates should have experience in defined contribution plans and hold relevant securities registrations. The position offers competitive salaries, commissions, and support for professional development. #J-18808-Ljbffr Voya Financial Advisors
- ...shift (United States of America) Please review the following job description: Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level...Full timePart timeWork at officeLocal areaShift workDay shift
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- A leading financial services provider is seeking a Wealth Advisor in North Carolina to serve high net worth clients. The ideal candidate will have a Bachelor's degree and over 8 years of experience. Responsibilities include developing client relationships, meeting retention...
- PNC is seeking a Financial Advisor in Raleigh, NC to provide investment strategies and enhance client relationships. You will consult on insurance, manage an investment book, and coach internal teams. The ideal candidate has a bachelor's degree and FINRA Series 7 and 66...
$120k - $200k
...ranked among Barron’s Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork,... ..., self-driven individual to join our Client Advisory Team as a Wealth Advisor in our Raleigh, North Carolina office. In this role, you...Temporary workWork experience placementWork at officeLocal areaFlexible hours- Equitable Advisors in Raleigh, NC, seeks a Financial Professional dedicated to fostering client relationships and delivering personalized... ...presence, offering flexibility and a structured pathway to wealth management success. Comprehensive benefits including health, dental...TraineeshipWork at office
- A boutique bank-only talent acquisition firm seeks a Bank Financial Adviser in Raleigh, NC. You'll manage advisory services for high net worth clients, using advanced market strategies. The role requires strong sales and advisory skills, relevant licenses, and a Bachelor...
- A financial services corporation is seeking a Wealth Advisor to enhance client relationships and drive new revenue. This role focuses on providing personalized wealth management solutions to high-net-worth clients and developing sales opportunities. Ideal candidates will...
- A national registered investment advisory firm in Raleigh, North Carolina, is seeking a Wealth Advisor to join their Client Advisory Team. This role entails offering comprehensive wealth planning advice to clients while fostering new client relationships through dedicated...
- A leading financial services company in Raleigh, NC, is seeking a Financial Advisor responsible for managing client relationships, pursuing new business opportunities, and ensuring regulatory compliance. Candidates should have at least 3 years of experience and relevant...
- Bank of America is seeking a Financial Advisor for the Merrill Advisor Development Program to work with high-net worth individuals. You'll identify needs, develop relationships, and provide comprehensive recommendations aligned with client goals. This program offers mentorship...
- First National Bank of Pennsylvania is seeking a Wealth Advisor in Raleigh, North Carolina. The role focuses on driving new revenue and providing personalized wealth management solutions, primarily for high-net-worth clientele. Applicants should have a BA/BS, at least...
- Primary Office Location: 401 S Graham St., Charlotte, North Carolina. 28202. Position Title: Wealth Advisor Business Unit: WM - FNTC Reports to: Market Executive - Wealth Management Position Overview This position is primarily responsible for driving new revenue on...Work at officeLocal area
- ...divh2Wealth Advisor/h2pWe are seeking an experienced and results-driven Wealth Advisor to join our team. As a key player in our organization, you will be responsible for providing exceptional wealth management services to high-net-worth individuals and families./ph3Key...
$115.92k
...Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed...Contract work$115.92k
...Entrepreneurial Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed...Contract work- ...Job Description Job Description Wealth Advisor General Job Description A Wealth Advisor plays a pivotal role in managing and growing relationships with high-net-worth clients. As a Wealth Advisor, you will leverage your expertise to deliver personalized wealth...Work at office
- ...dedicated to a client-first approach, focusing on life insurance, wealth management, and business planning. We offer business planning,... ...Description This is a full-time remote role for a Financial Advisor. The Financial Advisor will be responsible for developing and implementing...Full timeContract workLocal areaRemote work
- JPMorgan Chase & Co. is seeking a Private Banker for its U.S. Private Bank in North Carolina. The role involves advising clients on wealth management, alongside a team of dedicated professionals. Candidates must have at least 6 years of experience in Private Banking or...
- WealthBridge Financial Group in North Carolina is seeking a proven financial advisor for a strategic Managing Director role. This position is perfect for an experienced advisor ready to lead and grow a team of financial advisors, all while developing their personal practice...
- Financial Counselor (PRN) Who We Are At Triangle Springs, we are committed to empowering and supporting a diverse and determined workforce that can drive quality, scalability, and significant impact across our hospitals and communities. In this role, you will support patients...Full timeApprenticeshipReliefWork at officeLocal areaFlexible hours
- ...or Cetera Investors), a broker‑dealer that supports and grows wealth management programs on bank or credit union premises. There may... ...Insurance or loans. Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills...Work at office
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