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Director Personal Finance Jobs in Spring, TX (NOW HIRING)

BENCHMARK

Director of Finance

The Woodlands, TX · On-site

$92 - $100/hr

Our Core Values involve personal development, people, and a desire for wanting them to succeed. We ... The **Director of Finance** serves as a key member of the Executive Committee and is responsible ...

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Pwc

FP&A Tech, Anaplan Director

Houston, TX · On-site

$155K - $410K/yr

Industry/Sector Not Applicable Specialism Finance Management Level Director & Summary The ... personal and family sick leave, and more. To view our benefits at a glance, please visit the ...

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Director Personal Finance information

See Spring, TX salary details

$44.5K

$115.1K

$177.5K

How much do director personal finance jobs pay per year?

As of Aug 22, 2026, the average yearly pay for director personal finance in Spring, TX is $115,110.00, according to ZipRecruiter salary data. Most workers in this role earn between $89,400.00 and $136,200.00 per year, depending on experience, location, and employer.
Director Personal Finance jobs near you

Personal Financial Advisor - Remote

YO AI Labs

Houston, TX • On-site

Full-time

Retirement

Posted 27 days ago

Job description

Job Title: Personal Financial Advisor (Private Wealth)

Job Type: Contractor - US ONLY

Location: Remote

Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.

Key Responsibilities:

  • Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management.
  • Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools.
  • Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs.
  • Communicate complex financial concepts in a client-centric, easily understandable way.
  • Utilize strong judgment to balance immediate financial needs with long-term planning considerations.
  • Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management.
  • Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards.

Required Skills and Qualifications:

  • 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients.
  • Proven ability to build trust and rapport with high-net-worth or mass affluent clients.
  • Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management.
  • Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance.
  • Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps.
  • Exceptional judgment and decision-making capability in high-impact client scenarios.
  • CFP, CFA, or equivalent credential required.

Preferred Qualifications:

  • Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking.
  • Exposure to AI-assisted financial planning tools or processes (helpful but not required).
  • Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity.

Join our customer's team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow's advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.