Financial Advisor (CFA or CFP)

Financial Advisor (CFA or CFP)

Work as an Everyday Personal Finance Advisor (CFP®) AI Trainer and help shape the future of AI-assisted financial planning In this impactful role, you'll use your expertise with mainstream American households to review real-world client scenarios, evaluate AI-generated guidance, and offer actionable feedback to ensure technology truly serves both advisors and clients

Details

• Job type: Consulting/Contract
• Location: Remote

Day-to-day

• Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households
• Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families
• Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points
• Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates)
• Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication
• Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance)
• Contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising

You bring

• Several years of hands-on, client-facing experience providing holistic financial planning to mainstream households in roles such as Financial Advisor, Wealth Advisor, or Personal Financial Consultant
• Expertise in budgeting, cash flow
• Analysis:, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs
• Analysis:)
• CFP® certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work
• Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts
• Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service

Bonus

• Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms
• Background designing or improving standardized planning processes or digital advisory journeys
• Familiarity with personal finance apps, digital advice platforms, or AI-driven tools and a strong interest in innovation within the advisory space