Finance Manager (CFP Certified) | Remote

Crossing Hurdles; United States; Remote; USD 68,880 - 151,536; Part time

Job summary

A financial services company in the United States is looking for a part-time Personal Finance Advisor / Certified Financial Planner. In this remote role, you will review financial scenarios, evaluate AI-generated advice, and provide actionable guidance on financial planning. The ideal candidate has several years of experience in financial advising and strong expertise in budgeting, debt management, and retirement planning. Excellent communication skills and CFP® certification are preferred.

Qualifications

• Several years of client-facing experience as a Financial Planner or similar advisory role.
• Strong expertise in budgeting, cash-flow planning, and retirement planning.
• Excellent written and verbal communication skills.

Responsibilities

• Review financial planning scenarios covering budgeting, debt payoff, and retirement planning.
• Evaluate AI-generated financial advice for suitability and practicality.
• Provide actionable financial planning rules of thumb.

Skills

Client-facing experience

Financial planning expertise

Excellent communication skills

Strong professional integrity

Education

CFP® certification

ChFC or comparable credentials

Job description

Position

Personal Finance Advisor / Certified Financial Planner

Type

Part‑time

Compensation

$50-$110/hour

Location

Remote

Commitment

10-40 hrs/week

Role Responsibilities

• Review realistic financial planning scenarios covering budgeting, emergency funds, debt payoff, retirement planning, and related client discussions.
• Evaluate AI‑generated financial advice for suitability, clarity, and practicality for mainstream and mass‑affluent households.
• Describe advisory conversation frameworks, including question strategies, goal prioritization, and trade‑off discussions (e.g., mortgage payments vs. retirement contributions).
• Provide actionable financial planning rules of thumb such as savings benchmarks, emergency fund targets, and debt repayment strategies.
• Deliver clear written feedback to improve AI explanations, recommendations, and client communication style.
• Identify compliance considerations and advise when issues should be escalated to specialists such as CPAs, attorneys, or insurance professionals.

Requirements

• Several years of client‑facing experience as a Financial Planner, Personal Financial Advisor, or similar advisory role.
• Strong expertise in financial planning areas including budgeting, cash‑flow planning, debt management, retirement planning, education savings, and risk management.
• CFP® certification preferred, or CFP exam passed with relevant professional experience (ChFC or comparable credentials also considered).
• Excellent written and verbal communication skills with the ability to explain financial trade‑offs clearly to non‑experts.
• Strong professional integrity with commitment to fiduciary and compliance standards.
• Experience following structured financial planning processes and delivering practical financial guidance.

Application Process

• Upload resume
• Interview
• Submit form