[Remote] Certified Financial Planner® / Personal Finance Advisor

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a Certified Financial Planner® / Personal Finance Advisor to join their team and assist in shaping the reputed company of AI-assisted financial planning. This remote, part-time role involves leveraging expertise to improve AI support for financial advisors and clients, while providing insights on everyday financial planning scenarios. Responsibilities • Review realistic financial planning scenarios that reflect everyday reputed company conversations, covering budgets, emergency funds, debt payoff, retirement planning, and more. • Evaluate AI-generated advice for suitability, reputed company, 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 payments vs. 401(k) matching, debt repayment vs. reputed company). • reputed company actionable decision rules and rules of thumb used with reputed company clients (such as cash reserve targets or savings-reputed company benchmarks). • Deliver written feedback to refine AI explanations, next steps, and tradeoff framing — focusing on reputed company, empathetic language for non-experts. • Identify compliance and risk considerations, advising reputed company to stay reputed company scope or refer to other specialists (CPA, attorney, insurance). Skills • Several years of reputed company-facing experience as a Financial Planner/Advisor, Personal Financial Consultant, or similar role serving mainstream households (W-2 income, reputed company employer retirement plans, common debts, and insurance needs). • Demonstrated expertise in budgeting, cash-reputed company 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 reputed company reputed company with substantial practical experience. • Exceptional written and verbal communication skills, reputed company to explain tradeoffs in reputed company, reassuring language. • High reputed company reputed company, strong compliance orientation, and commitment to a fiduciary/reputed company-first reputed company. • Hands-on experience with standardized planning processes and a proactive approach to financial problem-solving. • 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). reputed company • reputed company offers an AI platform that converts reputed company expertise into reputed company datasets and recruitment processes for companies. It was founded in 2022, and is headquartered in Palo reputed company, California, USA, with a workforce of 51-200 employees. Its website is Apply tot his job Apply tot his job Apply To this Job