Position: Personal Finance Advisor / Certified Financial Planner Type: Hourly contract Compensation: $50 - $110/hour Location: Remote Commitment: 10–40 hours/week
Role Responsibilities Review financial planning scenarios covering budgeting, debt, retirement, and savings strategies. Evaluate AI-generated financial advice for clarity, accuracy, and practical applicability. Provide structured guidance on client conversations, goal setting, and financial tradeoffs. Define actionable financial rules of thumb and decision frameworks for real-world use. Deliver clear, empathetic written feedback to improve AI-generated financial guidance. Identify compliance considerations and recommend appropriate escalation when needed. Collaborate with cross-functional teams to enhance AI-assisted financial planning tools.
Requirements Strong experience as a financial planner or advisor serving mainstream households. Expertise in budgeting, debt management, retirement planning, and risk management. CFP® certification or equivalent financial planning credentials. Excellent written and verbal communication skills for simplifying complex topics. Strong understanding of compliance standards and fiduciary responsibilities. Proven ability to apply structured financial planning processes. Ability to work independently in a remote, collaborative environment.
Application Process (Takes 20 Min) Easy Apply on Linked InCheck email for next steps Participate in resume evaluation & interview stage

Skills: Banking, advisor, Finance specialist