Remote CFP Finance Advisor (Part-Time) — AI-Savvy Planning Expert

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

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.