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Personal Financial Advisor (Private Wealth)
— modalidad remota, pago entre
$80 - $110 USD/hr
. Entrevista y trabajo en inglés. Adecuado para asesores financieros con experiencia en gestión patrimonial y clientes high-net-worth.
Personal Financial Advisor (Private Wealth)
We are seeking an experienced Personal Financial Advisor specializing in private wealth to support AI-driven financial planning initiatives. This role focuses on advising high-net-worth individuals, evaluating client scenarios, and helping improve next-generation financial planning tools.
Responsibilities
Provide financial guidance on budgeting, investments, retirement, and debt management
Review and assess realistic client scenarios for AI financial planning tools
Communicate complex financial concepts in a clear, client-friendly way
Balance short-term financial needs with long-term wealth strategies
Ensure compliance with financial regulations and best practices
Apply judgment in high-impact advisory scenarios
Contribute expertise to improve AI-assisted financial advisory systems
Requirements
Several years of experience in personal financial advisory or private wealth management
Experience advising high-net-worth or mass affluent clients
Strong knowledge of investment management, retirement planning, and tax-aware strategies
Deep understanding of financial regulations and compliance frameworks
Excellent written and verbal communication skills
Strong judgment and decision-making skills
CFP, CFA, or equivalent certification required
Nice to have
Experience at institutions such as J.P. Morgan, Morgan Stanley, Schwab, Bank of America Merrill Lynch, or similar
Exposure to AI-assisted financial planning tools
Strong client relationship management background
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Asesores Financieros Personales / Personal Financial Advisors / Asesores de Wealth Management / Especialistas en Gestión Patrimonial / Private Wealth Advisors / Consultores Financieros / Planificadores Financieros / Asesores de Inversión / Especialistas en Inversiones / Gestores de Patrimonio / Especialistas en Banca Privada / Asesores de Alto Patrimonio (HNW) / Especialistas en Planificación de Jubilación / Especialistas en Estrategia Financiera Personal / Consultores de Inversión / Especialistas en Portafolios de Inversión / Asesores de Riesgo Financiero / Especialistas en Tax Planning / Especialistas en Asset Allocation / Especialistas en Wealth Strategy
Áreas y habilidades: Planificación financiera / Wealth management / Gestión patrimonial / Inversiones / Asset allocation / Portfolio management / Análisis financiero / Estrategia de inversión / Planificación de jubilación / Tax planning / Gestión de riesgos / Evaluación de activos / Finanzas personales / Banca privada / Mercados financieros / Productos de inversión / Análisis de portafolio / Comunicación con clientes / Gestión de clientes HNW / Asesoramiento financiero / Resolución de problemas / Pensamiento analítico / Confidencialidad / Colaboración remota
Targeted at: Personal Financial Advisors / Private Wealth Advisors / Wealth Managers / Financial Advisors / Investment Advisors / Portfolio Managers / Financial Planners / Private Bankers / High Net Worth Advisors / Wealth Management Consultants / Investment Consultants / Financial Strategists / Retirement Planning Specialists / Asset Management Specialists / Tax Planning Specialists / Risk Advisors / Financial Planning Specialists / Client Relationship Managers / Private Wealth Specialists / Investment Portfolio Specialists
Skills & areas: Financial planning / Wealth management / Portfolio management / Asset allocation / Investment strategy / Tax planning / Retirement planning / Risk management / Financial analysis / Client advisory / High-net-worth client management / Banking / Financial products / Market analysis / Regulatory compliance / Communication skills / Problem-solving / Analytical thinking / Confidentiality / Remote collaboration

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📌 Asesores Financieros Personales - Remoto Ingles Requerido (Buenos Aires)
🏢 Sin nombre
📍 Buenos Aires