Join our client's team as a Personal Finance Advisor (CFP®) AI Trainer and play a crucial role in shaping the future of AI-assisted financial planning. In this position, you will utilize your expertise with mainstream American households to evaluate real-world client scenarios, assess AI-generated advice, and provide actionable feedback to ensure technology effectively supports both advisors and clients.

The Role

You will work asynchronously with a leading AI lab, focusing on delivering practical and empathetic advice for individuals navigating budgeting, debt management, saving, retirement planning, and basic investment decisions.

Responsibilities

• Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions for mainstream households.
• Assess AI-generated recommendations for suitability, clarity, compliance, and practicality for W-2 earners and middle-income families.
• Document actual advisor-client conversations, including goal prioritization, tradeoff discussions, and guiding clients through decision points.
• Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates).
• Provide clear, plain-language written feedback to improve AI explanations, next steps, and client communication.
• Identify compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance).
• Contribute to developing workflows and processes that reflect best practices in everyday personal finance advising.

Requirements

• Several years of hands-on, client-facing experience in holistic financial planning for mainstream households in roles such as Financial Advisor, Wealth Advisor, or Personal Financial Consultant.
• Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis).
• CFP® certification is strongly preferred (or CFP exam passed with relevant experience); CFA, ChFC, or similar planning credentials may be considered with strong mainstream client work.
• Exceptional written and verbal communication skills, with the ability to simplify complex topics for non-experts.
• Commitment to fiduciary standards, compliance, and high-integrity client service.
• Experience mentoring others, developing workflows, or standardizing planning processes.
• Comfort working asynchronously and independently in a remote environment.

Nice to Have

• Prior experience in roles that combine financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms.
• Background in designing or improving standardized planning processes or digital advisory journeys.
• Familiarity with personal finance apps, digital advice platforms, or AI-driven tools, along with a strong interest in innovation in the advisory space.