We are seeking a Certified Financial Planner® to join our client's team as a personal financial advisor. In this part-time, remote position, you will play a crucial role in enhancing AI-assisted financial planning for typical American households. Collaborate asynchronously with a leading AI lab to provide insights that make financial guidance more accessible and practical for real families.

The Role

You will be reviewing realistic financial planning scenarios that reflect everyday client conversations, including budgets, emergency funds, debt payoff, retirement planning, and more. Your responsibilities will include evaluating AI-generated advice for suitability, clarity, and practicality for mainstream and mass-affluent households, detailing how to conduct advisory conversations, and articulating actionable decision rules used with real clients.

Responsibilities

• Review realistic financial planning scenarios covering budgets, emergency funds, debt payoff, retirement planning, and more.
• Evaluate AI-generated advice for suitability, clarity, and practicality for mainstream and mass-affluent households.
• Detail how to conduct advisory conversations, including question frameworks, goal prioritization, and tradeoff discussions.
• Articulate actionable decision rules and rules of thumb used with real clients.
• Deliver written feedback to refine AI explanations, focusing on clear and empathetic language for non-experts.
• Identify compliance and risk considerations, advising on when to stay within scope or refer to other specialists.

Requirements

• Several years of client-facing experience as a Financial Planner/Advisor, Personal Financial Consultant, or similar role serving mainstream households.
• Demonstrated expertise in budgeting, cash-flow planning, debt management, retirement planning, education savings, and risk management.
• CFP® certification strongly preferred (or CFP exam passed with relevant experience); ChFC or other credentials considered with substantial practical experience.
• Exceptional written and verbal communication skills, able to explain tradeoffs in simple, reassuring language.
• High professional integrity and strong compliance orientation, committed to a fiduciary/client-first standard.
• Hands-on experience with standardized planning processes and a proactive approach to financial problem-solving.

Nice to Have

• Experience blending holistic planning and financial coaching, especially in mass-market or workplace advisor roles.
• Experience mentoring junior advisors or developing planning process materials.

If you are passionate about enhancing financial guidance through AI and have the required expertise, we encourage you to apply and be part of this innovative journey.