Certified Financial Planner (CFP / CFA)

Confidential; United States; Remote; USD 117,000 - 165,000; Part time

Benefits offered by this job

Fully remote

Flexible hours

Job summary

Confidential is seeking experienced financial planners and wealth advisors (CFP® and/or CFA charterholders) to 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.

This fully remote contract role offers flexible hours and the opportunity to assess retirement, tax, investment, and estate planning recommendations, with clear

Qualifications

• Active CFP certification and/or CFA charter.
• 5+ years of hands-on, client-facing financial planning or wealth management experience.
• Based in the United States, with strong knowledge of US tax, retirement, and investment rules.
• Excellent attention to detail and clear written communication.

Responsibilities

• Build, review, and critique comprehensive financial plans for realistic client households.
• Evaluate AI-generated recommendations on retirement, tax, investment, insurance, and estate planning for accuracy, suitability, and completeness.
• Provide clear, structured written explanations of your reasoning and the advice you would give a real client.

Skills

CFP® certification

CFA charter

Client-facing planning

US tax knowledge

Job description

our partner is seeking 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.

What You'll Do

• Build, review, and critique comprehensive financial plans for realistic client households.

• Evaluate AI-generated recommendations on retirement, tax, investment, insurance, and estate planning for accuracy, suitability, and completeness.

• Provide clear, structured written explanations of your reasoning and the advice you would give a real client.

Scenarios You'll Work With

• Technology professionals with RSUs, ISOs, and concentrated stock positions

• Pre-retirees and retirees: Social Security timing, withdrawal sequencing, Roth conversions, and RMDs

• High-net-worth households: asset allocation, tax-aware rebalancing, and tax-loss harvesting

• Families with education funding, insurance needs, and estate-planning coordination

• Business owners: retirement plan design, succession, and cash-flow planning

• Life transitions: divorce, widowhood, inheritance, and career changes

Required Qualifications

• Active CFP® certification and/or CFA charter.

• 5+ years of hands-on, client-facing financial planning or wealth management experience (currently or recently).

• Based in the United States, with strong knowledge of US tax, retirement, and investment rules.

• Excellent attention to detail and clear written communication.

Preferred Qualifications

• Both CFP® and CFA, or additional credentials (CPA, EA, CPWA®, ChFC®, CAIA).

• Experience at a fee-only RIA, advice-only practice, or established wealth management firm.

• Experience with equity compensation, retirement income planning, and portfolio construction.

Why Join?

• Apply your planning expertise to shape how AI systems give real-world financial advice.

• Fully remote and flexible, at a highly competitive hourly rate.

• Collaborate with a leading fintech and AI team.

This is a 100% remote contract role. Applicants must be located in: United States.