A leading AI research accelerator is seeking experienced financial advisors and planners to work on innovative projects. This remote role requires candidates with at least 4 years of experience in personal finance or investment management. The position involves collaborating with AI researchers to enhance financial advisory insights and leveraging AI to improve client experiences. Strong analytical and communication skills are essential, and while certifications such as CFP® or CFA® are preferred, they are not mandatory.
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Financial Advisor • San Francisco, CA, United States