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Financial Advisor & Planner - Private Wealth Specialist

India, Noida Employment contract · Job Posted July 03, 2026
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Job Description

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.

Job Responsibility

  • Participate in focus sessions to discuss real-world advisory scenarios, client needs, and best practices in financial planning
  • Provide clear, thoughtful, and detailed asynchronous written feedback on advisory content and financial planning workflows
  • Leverage your experience to share practical insights from high-touch private wealth management or financial advisory roles
  • Collaborate to enhance financial advisory frameworks and elevate the client experience for individuals and families
  • Communicate professionally, precisely, and on time, ensuring clarity in both written and verbal exchanges
  • Offer guidance on comprehensive planning topics such as investment strategy, retirement, estate, and tax considerations
  • Contribute real-world perspective to improve the depth and accuracy of financial advisory AI systems

Requirements

  • 3+ years of recent or ongoing hands-on experience serving individual and family clients in private wealth management or financial advisory roles
  • Strong expertise in client-facing personal finance, investment planning, and wealth strategy
  • Exceptional written and verbal communication skills, with an emphasis on clarity, professionalism, and empathy
  • U.S.-based, with current authorization to work as an independent contractor in the United States
  • Demonstrated attention to detail and a commitment to analytical rigor in advisory recommendations
  • Experience engaging in client discovery, goal-setting, and ongoing portfolio management

Nice to have

  • CFA, CPA, or CFP® credentials strongly preferred
  • Background with major financial institutions such as J.P. Morgan Private Bank, Morgan Stanley Wealth Management, Bank of America Merrill Lynch, Charles Schwab, or Chase Private Client
  • Experience advising high-net-worth (HNW) or ultra-high-net-worth (UHNW) clients
  • Expertise in specialty areas such as retirement planning, estate planning, tax strategy, or investment portfolio construction

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