Certified Financial Planner

Role Overview As a Personal Finance Advisor and Certified Financial Planner®, you will play a pivotal role in shaping the future of AI-assisted financial planning. This remote, part-time position allows you to utilize your financial expertise to enhance how AI supports both financial advisors and everyday clients, particularly typical American households. Key ResponsibilitiesReview realistic financial planning scenarios that reflect everyday client conversations, including budgets, emergency funds, debt payoff, and retirement planning.Evaluate AI-generated advice for suitability, clarity, and practicality for mainstream and mass-affluent households.Detail advisory conversation techniques, including question frameworks, goal prioritization, and discussions on tradeoffs (e.g., mortgage payments vs. 401(k) matching).Articulate actionable decision rules and rules of thumb used with real clients, such as cash reserve targets or savings-rate benchmarks.Deliver written feedback to refine AI explanations, next steps, and tradeoff framing, focusing on clear, empathetic language for non-experts.Identify compliance and risk considerations, advising when to stay within scope or refer to other specialists (CPA, attorney, insurance).QualificationsSeveral years of client-facing experience as a Financial Planner/Advisor, Personal Financial Consultant, or similar role serving mainstream households.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); ChFC or other credentials considered with substantial practical experience.Exceptional written and verbal communication skills, able to explain tradeoffs in simple, reassuring language.High professional integrity, strong compliance orientation, and commitment to a fiduciary/client-first standard.Hands-on experience with standardized planning processes and a proactive approach to financial problem-solving.Preferred QualificationsExperience 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).Work TermsEmployment Type: Part-time, Remote CompensationHourly pay ranges from $50 to $110. EligibilityThis role is open to candidates with the required qualifications and experience, regardless of location, as it is fully remote.