Financial Advisor, CFA, CFP

This is a fully remote position, open to applicants in United States.

📋 Description

• Analyze and assess realistic financial planning scenarios that involve budgeting, emergency savings, debt management, retirement planning, investment choices, and long-term financial objectives.

• Evaluate AI-generated financial suggestions for precision, appropriateness, regulatory adherence, clarity, and practical benefits for W-2 earners and middle-income households.

• Record real-world financial planning discussions, including goal prioritization, trade-off conversations, and client decision-making activities.

• Outline common planning methodologies, decision-making frameworks, and industry best practices, such as emergency fund goals, debt repayment methods, retirement savings standards, and cash flow management.

• Deliver clear, organized written feedback to enhance AI-generated financial explanations, recommendations, and client communication.

• Detect potential compliance, fiduciary, and risk management issues while suggesting suitable referrals to tax, legal, insurance, or other specialized professionals when necessary.

• Provide subject matter expertise to refine AI workflows and financial planning processes in line with industry standards.

⛳️ Requirements

• A minimum of 3 years of client-facing experience delivering comprehensive financial planning and advisory services to individuals and families.

• Experience in roles such as Financial Advisor, Wealth Advisor, Personal Financial Consultant, or similar advisory positions.

• Strong proficiency in:

• - Budgeting and cash flow management

• - Emergency fund planning

• - Debt management techniques

• - Retirement planning

• - Investment strategies

• - College savings approaches

• - Basic insurance and risk management evaluation

• CFP® certification is strongly preferred, or completion of the CFP exam with significant financial planning experience. Candidates with CFA, ChFC, or similar financial planning qualifications along with robust client advisory experience are also encouraged to apply.

• Exceptional written and verbal communication abilities with the skill to simplify intricate financial concepts for non-technical audiences.

• Strong knowledge of fiduciary responsibilities, regulatory compliance, and ethical financial planning practices.

• Experience in mentoring advisors, enhancing planning workflows, or creating standardized advisory processes.

• Capability to work independently in a remote, asynchronous environment.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Flexible work hours and remote work opportunities.

• Professional development and continuing education support.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with employer matching contributions.