Financial Advisor (Cfp Preferred) | Remote, New York

Position: Personal Finance Advisor / Certified Financial Planner®
Type: Hourly contract
Compensation: $50 - $110/hour
Location: Remote
Commitment: ***** hours/week
Role Responsibilities
Review realistic financial planning scenarios covering budgeting, debt, retirement, and savings strategies.
Evaluate AI-generated financial advice for clarity, suitability, and practical application.
Outline advisory approaches including client conversations, goal prioritization, and tradeoff analysis.
Develop actionable financial rules and frameworks used in real-world client scenarios.
Provide structured written feedback to improve AI-driven financial guidance.
Identify compliance, regulatory, and risk considerations within financial recommendations.
Collaborate with cross-functional teams to enhance AI-supported financial planning tools.
Requirements
Strong experience in client-facing financial planning or advisory roles.
Expertise in budgeting, cash-flow planning, debt management, and retirement planning.
CFP® certification or equivalent financial planning credentials.
Excellent written and verbal communication skills with the ability to explain financial concepts clearly.
Strong commitment to fiduciary standards and compliance practices.
Proven ability to solve complex financial problems with practical solutions.
Ability to work independently in a remote, collaborative environment.
Application Process (Takes 20 Min)
Easy Apply on LinkedIn
Participate in resume evaluation & interview stage
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