Personal Finance Advisor / Certified Financial Planner®

Personal Finance Advisor / Certified Financial Planner®

Work as a personal financial advisor (CFP®) and help shape the future of AI-assisted financial planning This remote, part-time role lets you use your expertise working with typical American households to improve how AI supports both financial advisors and everyday clients

Details

• Job type: Part-time
• Location: Remote
• Vs
• 401(k) matching, debt repayment vs. investing)
• Articulate actionable decision rules and rules of thumb used with real clients (such as cash reserve targets or savings-rate benchmarks)
• Deliver written feedback to refine AI explanations, next steps, and tradeoff framing
• Focusing on clear, empathetic language for non-experts. Identify compliance and risk considerations, advising when to stay within scope or refer to other specialists (CPA, attorney, insurance)

Day-to-day

• Review realistic financial planning scenarios that reflect everyday client conversations, covering budgets, emergency funds, debt payoff, retirement planning, and more
• Evaluate AI-generated advice for suitability, clarity, and practicality for mainstream and mass-affluent households
• Detail how you would conduct advisory conversations
• Including question frameworks, goal prioritization, and tradeoff discussions (e.g., mortgage

You bring

• Several years of client-facing experience as a Financial Planner/Advisor, Personal Financial Consultant, or similar role serving mainstream households (W-2 income, standard employer retirement plans, common debts, and insurance needs)
• Demonstrated expertise in budgeting, cash-flow planning, debt management, retirement planning, education savings, and risk management for everyday clients
• CFP® certification strongly preferred (or CFP exam passed with relevant experience), though ChFC or other credentials considered when paired with substantial practical experience
• Exceptional written and verbal communication skills, able to explain tradeoffs in simple, reassuring language
• High professional integrity, strong compliance orientation, and commitment to a fiduciary/client-first standard
• Hands-on experience with standardized planning processes and a proactive approach to financial problem-solving

Bonus

• Experience blending holistic planning and financial coaching, especially in mass-market or workplace advisor roles
• Experience mentoring junior advisors or developing planning process materials (checklists, playbooks, workflows)