Wealth Manager | Remote

Crossing Hurdles; United States; Remote; USD 68.880 - 151.536; Teilzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Client-facing experience

Financial planning expertise

Excellent communication skills

Professional integrity

Structured financial planning

Ausbildung

CFP certification

ChFC or comparable credentials

Jobbeschreibung

Position: Personal Finance Advisor / Certified Financial Planner

Type: Part-time

Compensation: $50-$110/hour

Location: Remote

Role Responsibilities

• Review realistic financial planning scenarios covering budgeting, emergency funds, debt payoff, retirement planning, and related client discussions.
• Evaluate AI-generated financial advice for suitability, clarity, and practicality for mainstream and mass-affluent households.
• Describe advisory conversation frameworks, including question strategies, goal prioritization, and trade-off discussions (e.g., mortgage payments vs. retirement contributions).
• Provide actionable financial planning rules of thumb such as savings benchmarks, emergency fund targets, and debt repayment strategies.
• Deliver clear written feedback to improve AI explanations, recommendations, and client communication style.
• Identify compliance considerations and advise when issues should be escalated to specialists such as CPAs, attorneys, or insurance professionals.

Requirements

• Several years of client-facing experience as a Financial Planner, Personal Financial Advisor, or similar advisory role.
• Strong expertise in financial planning areas including budgeting, cash-flow planning, debt management, retirement planning, education savings, and risk management.
• CFP® certification preferred, or CFP exam passed with relevant professional experience (ChFC or comparable credentials also considered).
• Excellent written and verbal communication skills with the ability to explain financial trade-offs clearly to non-experts.
• Strong professional integrity with commitment to fiduciary and compliance standards.
• Experience following structured financial planning processes and delivering practical financial guidance.