Remote CFA/CFP Financial Advisor for AI-Driven Planning

Weekday 1; United States; Remote; USD 110,000 - 152,000; Part time

Job summary

Weekday 1 is seeking experienced Financial Advisors (CFA or CFP) to contribute expertise to the development of AI-powered financial planning solutions. You will apply real-world advisory experience to train and evaluate AI systems that support personal financial planning and decision-making.

Responsibilities include reviewing budgeting, retirement, and investment scenarios; evaluating AI-generated recommendations for accuracy and compliance; and providing clear feedback to improve client

Qualifications

• Minimum 3 years of client-facing experience providing comprehensive financial planning and advisory services to individuals and families.
• CFP certification strongly preferred, or CFP exam completion with substantial financial planning experience. CFA, ChFC or equivalent credentials encouraged.
• Excellent written and verbal communication; ability to explain complex concepts to non-technical audiences.
• Strong understanding of fiduciary duties, regulatory compliance, and ethical financial planning practices.
• Experience mentoring advisors or improving planning workflows in a remote environment.

Responsibilities

• Evaluate and review realistic financial planning scenarios including budgeting, emergency savings, debt management, retirement planning, investment decisions, and long-term goals.
• Assess AI-generated financial recommendations for accuracy, suitability, regulatory compliance, clarity, and practical value for W-2 earners and middle-income households.
• Document real-world financial planning conversations, including goal prioritization and decision-making processes.
• Define common planning methodologies, decision frameworks, and best practices for emergency funds, debt repayment, retirement savings benchmarks, and cash flow management.
• Provide clear, structured written feedback to improve AI explanations, recommendations, and client communication.
• Identify compliance, fiduciary, and risk management concerns; refer to tax, legal, or insurance professionals when needed.
• Contribute expertise to improve AI workflows and financial planning processes aligned with industry standards.

Skills

Client-facing

Financial planning

Communication

Regulatory compliance

Mentoring

Education

CFP certification

CFA

ChFC

Job description

Weekday 1 is seeking experienced Financial Advisors (CFA or CFP) to contribute expertise to the development of AI-powered financial planning solutions. You will apply real-world advisory experience to train and evaluate AI systems that support personal financial planning and decision-making.

Responsibilities include reviewing budgeting, retirement, and investment scenarios; evaluating AI-generated recommendations for accuracy and compliance; and providing clear feedback to improve client