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Financial Advisor (CFA or CFP)

Financial Advisor (CFA or CFP) Job Type: Contractor - US ONLY Location: Remote We are seeking ... No prior AI experience is required-your financial planning expertise is what matters most.

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Financial Ai Advisor information

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$36K

$102.1K

$144K

How much do financial ai advisor jobs pay per year?

As of Sep 10, 2026, the average yearly pay for financial ai advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is the difference between Financial Ai Advisor vs Financial Analyst?

AspectFinancial Ai AdvisorFinancial Analyst
Required CredentialsCertifications like CFA, financial modeling, AI/ML knowledgeCertifications like CFA, CPA, financial modeling
Work EnvironmentTech-driven, client-focused, often remote or digital platformsCorporate offices, banks, investment firms
Industry UsageEmerging in fintech, robo-advisors, AI-driven toolsTraditional finance, investment analysis, reporting

The main difference is that a Financial Ai Advisor leverages AI and machine learning to provide personalized financial advice, often working in digital environments. In contrast, a Financial Analyst focuses on analyzing financial data to support investment decisions within corporate or institutional settings. Both roles require similar credentials but differ in their focus on technology versus traditional analysis.

What cities are hiring for Financial Ai Advisor jobs?

Cities with the most Financial Ai Advisor job openings:

What are popular job titles related to Financial Ai Advisor jobs?

For Financial Ai Advisor jobs, the most frequently searched job titles are:

Infographic showing various Financial Ai Advisor job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Personal Financial Advisor - Remote

Phoenix, AZ

YO AI Labs
See more jobs at YO AI Labsexternal

Full-time

Retirement

Re-posted 16 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.