Personal Finance Advisor (Remote)

Title: Personal Finance Advisor (Remote)Engagement: Hourly contract (independent contractor)RATE: USD 100-160 /HourRole OverviewOne 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 ResponsibilitiesReview realistic financial planning scenarios reflecting common client conversations such as budgeting, emergency funds, debt repayment, and retirement planningEvaluate AI-generated financial advice for suitability, clarity, and practicality for mainstream and mass-affluent householdsDemonstrate how advisory conversations are conducted, including question frameworks, goal prioritization, and tradeoff discussionsProvide 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 pathwaysIdentify compliance considerations and financial risks, recommending when clients should consult specialists such as CPAs, attorneys, or insurance professionalsRequired Skills & QualificationsSeveral years of client-facing experience as a Financial Planner, Personal Financial Advisor, or Financial ConsultantDemonstrated expertise in budgeting, cash-flow planning, debt management, retirement planning, education savings, and risk managementCFP® certification strongly preferred (or CFP exam passed with relevant experience)Other credentials such as ChFC considered with strong practical advisory experienceExcellent written and verbal communication skills with the ability to explain financial concepts clearly to non-expertsStrong commitment to fiduciary standards, compliance, and client-first financial guidanceProven financial problem-solving abilities and structured planning processesPreferred QualificationsExperience delivering holistic financial planning and financial coaching to mainstream householdsBackground mentoring junior advisors or building planning workflows, playbooks, or advisory frameworksExperience working in workplace advisory programs or mass-market financial planning environmentsAPPLY NOW!