Financial Advisor (CFA or CFP)

This role is for one of our clients
$80 - $110/hourpay

Job Title: Financial Advisor (CFA or CFP)
Job Type: Contractor - US ONLY
Location: Remote

We are seeking experienced Financial Advisors (CFA or CFP) to contribute their expertise to the development of next-generation AI-powered financial planning solutions. In this role, you will apply your real-world advisory experience to help train and evaluate advanced AI systems that support personal financial planning and decision-making.
Your expertise will help improve how AI models reason through everyday financial scenarios, communicate recommendations clearly, and provide practical, client-focused guidance for individuals and families. No prior AI experience is required—your financial planning expertise is what matters most.
Requirements
Key Responsibilities

• Evaluate and review realistic financial planning scenarios involving budgeting, emergency savings, debt management, retirement planning, investment decisions, and long-term financial goals.

• Assess AI-generated financial recommendations for accuracy, suitability, regulatory compliance, clarity, and practical value for W-2 earners and middle-income households.

• Document real-world financial planning conversations, including goal prioritization, trade-off discussions, and client decision-making processes.

• Define common planning methodologies, decision frameworks, and industry best practices, including emergency fund targets, debt repayment strategies, retirement savings benchmarks, and cash flow management.

• Provide clear, structured written feedback to improve AI-generated financial explanations, recommendations, and client communication.

• Identify potential compliance, fiduciary, and risk management concerns while recommending appropriate referrals to tax, legal, insurance, or other specialized professionals when needed.

- Contribute subject matter expertise to improve AI workflows and financial planning processes aligned with industry standards.

• Contribute subject matter expertise to improve AI workflows and financial planning processes aligned with industry standards.

• Minimum 3 years of client-facing experience providing comprehensive financial planning and advisory services to individuals and families.

• Experience working as a Financial Advisor, Wealth Advisor, Personal Financial Consultant , or in a similar advisory role.

• Strong expertise in:

• Budgeting and cash flow planning

• Emergency fund planning

• Debt management strategies

• Retirement planning

• Investment planning

• College savings strategies

• Basic insurance and risk management analysis

• CFP® certification strongly preferred , or CFP exam completion with substantial financial planning experience. Candidates holding CFA, ChFC, or comparable financial planning credentials with strong client advisory experience are also encouraged to apply.

• Excellent written and verbal communication skills with the ability to simplify complex financial concepts for non-technical audiences.

• Strong understanding of fiduciary responsibilities, regulatory compliance, and ethical financial planning practices.

• Experience mentoring advisors, improving planning workflows, or developing standardized advisory processes.

- Ability to work independently in a remote, asynchronous environment.

• Ability to work independently in a remote, asynchronous environment.

• Experience providing ongoing financial coaching or workplace financial wellness advisory services.

• Background designing or optimizing standardized financial planning processes or digital advisory experiences.

• Familiarity with personal finance applications, digital wealth management platforms, or AI-assisted financial planning tools.

• Strong interest in applying financial expertise to emerging AI technologies and advisory innovation.