Remote Part-Time Certified Financial Planner

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 role. The advisor will review financial planning scenarios, evaluate AI-generated advice, and provide actionable financial strategies. Candidates should have several years of experience in financial advising, strong expertise in areas such as budgeting and retirement planning, and preferably a CFP certification. Excellent communication skills and professional integrity are key for this role.

Qualifications

• Several years of client-facing experience as a Financial Planner or similar advisory role.
• Expertise in budgeting, cash-flow planning, debt management, and retirement planning.
• CFP® certification or passed CFP exam with relevant experience.

Responsibilities

• Review financial planning scenarios covering budgeting and retirement.
• Evaluate AI-generated financial advice for clarity and suitability.
• Provide actionable financial planning rules of thumb.
• Advise when compliance issues should be escalated to specialists.

Skills

Client-facing experience

Financial planning expertise

Excellent 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 role. The advisor will review financial planning scenarios, evaluate AI-generated advice, and provide actionable financial strategies. Candidates should have several years of experience in financial advising, strong expertise in areas such as budgeting and retirement planning, and preferably a CFP certification. Excellent communication skills and professional integrity are key for this role.