Financial Advisor (CFP) | Remote

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

Job summary

A financial advisory firm is seeking a Personal Finance Advisor / Certified Financial Planner for a part-time, remote position. The role involves reviewing financial planning scenarios, evaluating AI-generated advice, and providing clear communication on financial topics. Ideal candidates will have several years of client-facing experience in financial planning with a strong understanding of budgeting and retirement planning. CFP certification is preferred, ensuring adherence to fiduciary responsibilities and compliance standards.

Qualifications

• Several years of client-facing experience as a Financial Planner or similar role.
• Expertise in budgeting, cash-flow planning, and debt management.
• CFP certification preferred or passed CFP exam.

Responsibilities

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

Skills

Client-facing experience

Financial planning expertise

Communication skills

Professional integrity

Education

CFP® certification or equivalent

Job description

Position: Personal Finance Advisor / Certified Financial Planner

Type: Part-time

Compensation: $50-$110/hour

Location: Remote

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.