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. 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. Required Qualifications • 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. Preferred Qualifications • 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.