Position Overview We are seeking a highly organized, proactive, and positive Executive Assistant to support the leadership team of a fast-paced wealth management and financial planning firm.
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3 remote jobs found
Management
Organized
Leadership
+12
Planning
Communication
Communications
CRM
Salesforce
Logistics
Marketing
Confidentiality
Wealth Management
Financial Planning
CRM Workflows
Workflow Management
AI Expert - Finance
Contractor
Investment Advisory
Financial Planning
Portfolio Management
+9
Wealth Management
Risk Assessment
Financial Analysis
Investment Strategy
Regulatory Compliance
Tax Planning
Client Advisory
Financial Decision-Making
Communication Skills
- Remote (Global)
- $50 – $75/hr
- May 11, 2026
Review and improve complex financial scenarios used to train AI systems in real-world investment decision-making. Seeking experienced investment consultants, financial planners, portfolio managers, and wealth advisors with at least 3 years of client-facing experience.
Financial Planning
Investment Management
Retirement Planning
+7
Tax Strategy
Wealth Management
High-Net-Worth Advisory
CFP
Client Advisory
Regulatory Compliance
AI Training
- Remote (Global)
- $160 – $300/hr
- Apr 24, 2026
Remote Personal Financial Advisor role helping train AI systems for wealth management and financial planning.
No jobs available
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