Financial Advisor CFA/CFP - Remote

Job Description Job Title: Financial Advisor CFA/CFP Job Type: Contract Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households. Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families. Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points. Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates). Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication. Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance). Contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising. Required Skills And Qualifications 3+ years of hands-on, client-facing experience providing holistic financial planning to mainstream households in roles such as Financial Advisor, Wealth Advisor, or Personal Financial Consultant. Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis). CFP® certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work. Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts. Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service. Experience mentoring others, developing workflows, or standardizing planning processes. Comfort working asynchronously and independently in a remote setting. Preferred Qualifications Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms. Background designing or improving standardized planning processes or digital advisory journeys. Familiarity with personal finance apps, digital advice platforms, or AI-driven tools and a strong interest in innovation within the advisory space.

The role involves evaluating and reviewing financial advisory scenarios and assessing AI-generated recommendations for clarity and compliance. Additionally, it includes documenting advisor-client conversations and contributing to the development of best practices in personal finance advising.

Candidates should have over 3 years of client-facing experience in financial planning and preferably hold a CFP® certification. Strong communication skills and a commitment to fiduciary standards are essential.

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Budgeting
• Cash Flow Analysis
• Debt Management
• Retirement Savings
• College Planning
• Risk Management
• Communication
• Fiduciary Standards
• Compliance
• Mentoring
• Workflow Development
• Standardization
• Personal Finance Apps
• Digital Advisory
• AI Tools

• Finance & Accounting
• Consulting
• Technology
• Sales
• Education

Minimum education

Professional degree

Minimum experience

5+ years

Posting language

English

Working hours

40 hours per week

Seniority

Mid-Senior level