Note: The job is a remote job and is open to candidates in USA. Arohana Tech Solutions Private Limited is seeking a Personal Financial Advisor (Private Wealth) to provide expert financial guidance and support the development of AI-assisted financial planning tools. The role involves delivering personalized financial advice, assessing client scenarios, and ensuring compliance with industry standards.
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
Skills
- Several 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
- 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
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