Personal Finance Advisor (Remote)
Skills
About This Role
Overview
- **Title:**
Personal Finance Advisor (Remote)
- **Engagement:**
- Hourly contract (independent contractor)
- **RATE**
Role Overview
One of our clients is seeking a Certified Financial Planner® (CFP®) / Personal Financial Advisor to support the development of AI-assisted financial planning tools.
In this remote, part-time role, you will apply your real-world advisory experience to help improve how AI systems provide financial guidance for everyday households.
This opportunity allows experienced financial professionals to collaborate asynchronously with an advanced AI research team, ensuring financial recommendations are practical, compliant, and understandable for mainstream clients.
Key Responsibilities
- Review realistic financial planning scenarios reflecting common client conversations such as budgeting, emergency funds, debt repayment, and retirement planning
- Evaluate AI-generated financial advice for suitability, clarity, and practicality for mainstream and mass-affluent households
- Demonstrate how advisory conversations are conducted, including question frameworks, goal prioritization, and tradeoff discussions
- Provide practical financial rules of thumb used with real clients (e.g., cash reserve targets, savings benchmarks)
- Deliver detailed written feedback to improve AI-generated explanations, recommendations, and decision pathways
- Identify compliance considerations and financial risks, recommending when clients should consult specialists such as CPAs, attorneys, or insurance professionals
Required Skills & Qualifications
- Several years of client-facing experience as a Financial Planner, Personal Financial Advisor, or Financial Consultant
- Demonstrated expertise in budgeting, cash-flow planning, debt management, retirement planning, education savings, and risk management
- CFP® certification strongly preferred (or CFP exam passed with relevant experience)
- Other credentials such as ChFC considered with strong practical advisory experience
- Excellent written and verbal communication skills with the ability to explain financial concepts clearly to non-experts
- Strong commitment to fiduciary standards, compliance, and client-first financial guidance
- Proven financial problem-solving abilities and structured planning processes
Preferred Qualifications
- Experience delivering holistic financial planning and financial coaching to mainstream households
- Background mentoring junior advisors or building planning workflows, playbooks, or advisory frameworks
- Experience working in workplace advisory programs or mass-market financial planning environments
- APPLY NOW!
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