Remote Financial Advisor (CFA/CFP) for AI Planning

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

Job summary

Weekday AI seeks experienced Financial Advisors (CFA or CFP) to contribute expertise to AI-powered financial planning solutions. You will apply real-world advisory experience to train and evaluate AI systems that support personal financial planning for individuals and families.

In this remote, US-only contractor role, you will help improve AI model reasoning on budgeting, retirement, investments, and debt management, while ensuring clear, client-friendly explanations and practical guidance.

Qualifications

• Minimum 3 years of client-facing experience providing comprehensive financial planning and advisory services to individuals and families.

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, trade-off discussions, and client decision-making processes.
• Define common planning methodologies, decision frameworks, and industry best practices, including emergency fund targets, debt repayment strategies, retirement savings benchmarks, and cash flow management.
• Provide clear, structured written feedback to improve AI-generated financial explanations, recommendations, and client communication.
• Identify potential compliance, fiduciary, and risk concerns while recommending referrals to tax, legal, insurance, or other professionals when needed.
• Contribute subject matter expertise to improve AI workflows and financial planning processes aligned with industry standards.

Skills

Client-facing experience

Strong communication

Independent remote worker

Education

CFP certification strongly preferred

CFA, ChFC or similar credentials

Job description

Weekday AI seeks experienced Financial Advisors (CFA or CFP) to contribute expertise to AI-powered financial planning solutions. You will apply real-world advisory experience to train and evaluate AI systems that support personal financial planning for individuals and families.

In this remote, US-only contractor role, you will help improve AI model reasoning on budgeting, retirement, investments, and debt management, while ensuring clear, client-friendly explanations and practical guidance.