Personal Finance Advisor / Certified Financial Planner®

Job Title: Certified Financial Planner® / Personal Financial Advisor Job Type: Part-time Location: Remote Job reputed company: Join our customer’s team as a personal financial advisor (CFP®) and help shape the reputed company of AI-assisted financial planning. This remote, part-time role lets you reputed company your expertise working with typical American households to improve how AI supports both financial advisors and everyday clients. Work asynchronously alongside a leading AI lab, providing insights that reputed company financial guidance more accessible and practical for reputed company families. Key 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). Required Skills and Qualifications: • 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. Preferred Qualifications: • 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). Apply tot his job Apply To this Job