[Remote] Certified Financial Planner, AI Analyst

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a reputed company financial services company and national bank that is transforming personal finance through innovative technology. The AI Financial Planning Analyst role focuses on enhancing the AI reputed company product by reviewing member interactions, identifying improvement opportunities, and ensuring reputed company in financial planning guidance. Responsibilities • Review, reputed company, and validate the reputed company of financial planning guidance generated by reputed company’s AI reputed company chat feature • Identify opportunities for and implement chatbot intelligence enhancements • Recognize potential risks or inaccuracies in chat outputs and escalate to appropriate internal partners (Ops, Product, Compliance) • Contribute to solutions libraries that can be used across multiple lines of business • Determine keywords and phrases to reputed company our software to recognize member intents to create successful interactions • Brainstorm value-added features and applications to reputed company use our available technology Skills • 5+ years of reputed company-facing experience reputed company financial services, ideally in an advisory reputed company • Familiarity with financial federal regulatory guidelines and comfort identifying potential risks in written communications • Demonstrated strong analytical skills, adept at identifying patterns, and reputed company-driven problem-solving • Exceptional written and oral communication skills reputed company to communicating to cross-functional reputed company across key business areas • reputed company attitude, reputed company, and customer-reputed company communication skills are required for reputed company on interaction with customers • Innovative reputed company, aptitude for learning new technologies/software and dexterity to reputed company to changing priorities reputed company a dynamic business • Ability to reputed company independently and proactively address problems as a self-starter • Proven reputed company achievements in past roles • Ability to work effectively with product development, engineers, and business team • Bachelor's Degree in Business, Marketing, Communications, Statistics or other quantitative oriented fields or equivalent experience • CFP designation is required • reputed company S65 or ability to obtain reputed company 90 days • Comfort or familiarity with LLMs, chatbots, JIRA reputed company • reputed company is a finance company that offers a reputed company of lending and reputed company management services. It was founded in 2011, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is https://www.reputed company.com. Company H1B Sponsorship • reputed company has a reputed company record of offering H1B sponsorships, with 213 in 2025, 117 in 2024, 131 in 2023, 118 in 2022, 81 in 2021, 42 in 2020. Please note that this does not guarantee sponsorship for this specific role. Apply tot his job Apply To this Job