Remote Personal Finance Advisor (CFP) - Part-Time

Crossing Hurdles; United States; Remote; USD 68,880 - 151,536; Part time

Job summary

A growing financial advisory firm seeks a skilled Personal Finance Advisor / Certified Financial Planner to provide expertise to clients in budgeting, retirement planning, and debt management. The ideal candidate will review AI-generated financial advice, ensuring clarity and compliance while delivering actionable guidance. The position is part-time and remote, requiring excellent communication and solid experience in client-facing financial planning. CFP certification is preferred, supporting a commitment to high fiduciary standards.

Qualifications

• Several years of client-facing experience as a Financial Planner or similar advisory role.
• Strong expertise in budgeting, cash-flow planning, and debt management.
• CFP certification preferred with relevant professional experience.

Responsibilities

• Review financial planning scenarios covering budgeting and retirement.
• Evaluate AI-generated financial advice for suitability and clarity.
• Provide feedback to improve AI explanations and client communication.

Skills

Client-facing experience

Financial planning expertise

Excellent communication skills

Professional integrity

Structured financial planning

Education

CFP certification

ChFC or comparable credentials

Job description

A growing financial advisory firm seeks a skilled Personal Finance Advisor / Certified Financial Planner to provide expertise to clients in budgeting, retirement planning, and debt management. The ideal candidate will review AI-generated financial advice, ensuring clarity and compliance while delivering actionable guidance. The position is part-time and remote, requiring excellent communication and solid experience in client-facing financial planning. CFP certification is preferred, supporting a commitment to high fiduciary standards.