Personal Finance Advisor (Remote)

Overview

• **Title:**

Personal Finance Advisor (Remote)

• **Engagement:**
• Hourly contract (independent contractor)
• **RATE**

Role Overview

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
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