Certified Financial Planner (CFP / CFA)

Softechub; EE. UU.; A distancia; USD 179.000 - 193.000; Jornada completa

Descripción de la vacante

Softechub is seeking experienced financial planners and wealth advisors to evaluate and improve AI-driven personal financial planning scenarios. You will work through complex household cases, building, reviewing, and critiquing comprehensive financial plans for realistic family units.

Applicants should hold CFP® and/or CFA credentials and have strong skills in creating well-scoped, high-quality financial advice.

Formación

• CFP® and/or CFA charterholders with experience in financial planning.
• Experience evaluating advanced AI systems in financial contexts.
• Ability to build and critique comprehensive financial plans.

Responsabilidades

• Build and review comprehensive financial plans for realistic household scenarios.
• Evaluate and improve AI-assisted financial planning outputs.
• Collaborate with team to critique planning methodologies.

Conocimientos

CFP®

CFA charterholder

Financial planning

Educación

CFP certification

CFA charterholder

Descripción del empleo

$130 - $140/hour worldwide Posted 1 day ago

Experienced financial planners and wealth advisors (CFP® and/or CFA charterholders) to help evaluate and improve advanced AI systems on realistic personal financial planning scenarios. You will work through complex household cases, completing well-scoped tasks that mirror real comprehensive planning and advice work. Build, review, and critique comprehensive financial plans for realistic the team households.

How to apply

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