Remote CFP Financial Planning Advisor - Part-Time

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. This part-time position emphasizes client-facing experience in financial planning, budgeting, and retirement strategies. Strong verbal and written communication skills are critical, as is professional integrity. The role involves evaluating AI-generated financial advice and providing practical financial guidance to clients. The position is remote and requires 10-40 hours of commitment per week.

Qualifications

• Several years of client-facing experience as a Financial Planner or similar role.
• Strong expertise in budgeting, cash-flow planning, debt management, and risk management.
• Excellent communication skills to explain financial concepts to non-experts.

Responsibilities

• Review financial planning scenarios covering budgeting, retirement planning, and more.
• 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

Integrity and compliance

Education

CFP certification or comparable credentials

Job description

A financial advisory firm is seeking a Personal Finance Advisor / Certified Financial Planner. This part-time position emphasizes client-facing experience in financial planning, budgeting, and retirement strategies. Strong verbal and written communication skills are critical, as is professional integrity. The role involves evaluating AI-generated financial advice and providing practical financial guidance to clients. The position is remote and requires 10-40 hours of commitment per week.