Remote CFP Financial Planner & Personal Finance Advisor

Crossing Hurdles; United States; Remote; 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

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.