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Director Personal Finance Jobs (NOW HIRING)

DSV Global Transportation

Director, Finance

Lancaster, TX · On-site

$150K - $205K/yr

We do not require any form of payment and will not ask for personal financial information, such as ... Director, Finance - 122665 Time Type: Full Time Summary The Finance Director oversees all financial ...

DSV A/S

Director, Finance

Lancaster, TX · On-site

$150K - $205K/yr

We do not require any form of payment and will not ask for personal financial information, such as ... Director, Finance - 122665 Time Type: Full Time Summary The Finance Director oversees all financial ...

Surgery Partners

Director of Finance

Omaha, NE · On-site

Must maintain confidentiality concerning patient personal, financial, and medical information ... May direct and oversee planning, practices, procedures, and personnel associated with hospital ...

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How much do director personal finance jobs pay per year?

As of Aug 7, 2026, the average yearly pay for director personal finance in the United States is $129,353.00, according to ZipRecruiter salary data. Most workers in this role earn between $100,500.00 and $153,000.00 per year, depending on experience, location, and employer.
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Director Personal Finance jobs near you

Personal Financial Advisor - Remote

YO AI Labs

Seattle, WA • On-site

Full-time

Retirement

Posted 11 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.