Financial Advisor (CFA or CFP)
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 13h ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 50d ago
The date the source published, not the day we noticed it (2026-07-27). Last seen at its source just now.
Is it remote?
Marked remote on the employer's board
Their board carries a remote setting on this posting — a field they filled in, not wording we read. The location field names somewhere specific, which is usually where the team or the entity sits.
Who may apply?
United States
The description states no restriction of its own. This is the source's own tag.
Pay not stated
Similar roles pay $112.5k–200k/yr
Middle 50% of 315 listings that do state pay — Finance · all levels · United States · USD/year. This employer has published no salary; this is what comparable listings we hold disclose, never converted between currencies or periods. How this is calculated.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
-
workable employer's own board first seen 10d ago · last seen just now
The listing
This role is for one of our clients
$80 - $110/hourpay
Job Title: Financial Advisor (CFA or CFP)
Job Type: Contractor - US ONLY
Location: Remote
We are seeking experienced Financial Advisors (CFA or CFP) to contribute their expertise to the development of next-generation AI-powered financial planning solutions. In this role, you will apply your real-world advisory experience to help train and evaluate advanced AI systems that support personal financial planning and decision-making.
Your expertise will help improve how AI models reason through everyday financial scenarios, communicate recommendations clearly, and provide practical, client-focused guidance for individuals and families. No prior AI experience is required—your financial planning expertise is what matters most.
Requirements
Key Responsibilities
- Evaluate and review realistic financial planning scenarios involving budgeting, emergency savings, debt management, retirement planning, investment decisions, and long-term financial goals.
- Assess AI-generated financial recommendations for accuracy, suitability, regulatory compliance, clarity, and practical value for W-2 earners and middle-income households.
- Document real-world financial planning conversations, including goal prioritization, trade-off discussions, and client decision-making processes.
- Define common planning methodologies, decision frameworks, and industry best practices, including emergency fund targets, debt repayment strategies, retirement savings benchmarks, and cash flow management.
- Provide clear, structured written feedback to improve AI-generated financial explanations, recommendations, and client communication.
- Identify potential compliance, fiduciary, and risk management concerns while recommending appropriate referrals to tax, legal, insurance, or other specialized professionals when needed.
- Contribute subject matter expertise to improve AI workflows and financial planning processes aligned with industry standards.
Required Qualifications
- Minimum 3 years of client-facing experience providing comprehensive financial planning and advisory services to individuals and families.
- Experience working as a Financial Advisor, Wealth Advisor, Personal Financial Consultant, or in a similar advisory role.
- Strong expertise in:
- Budgeting and cash flow planning
- Emergency fund planning
- Debt management strategies
- Retirement planning
- Investment planning
- College savings strategies
- Basic insurance and risk management analysis
- CFP® certification strongly preferred, or CFP exam completion with substantial financial planning experience. Candidates holding CFA, ChFC, or comparable financial planning credentials with strong client advisory experience are also encouraged to apply.
- Excellent written and verbal communication skills with the ability to simplify complex financial concepts for non-technical audiences.
- Strong understanding of fiduciary responsibilities, regulatory compliance, and ethical financial planning practices.
- Experience mentoring advisors, improving planning workflows, or developing standardized advisory processes.
- Ability to work independently in a remote, asynchronous environment.
Preferred Qualifications
- Experience providing ongoing financial coaching or workplace financial wellness advisory services.
- Background designing or optimizing standardized financial planning processes or digital advisory experiences.
- Familiarity with personal finance applications, digital wealth management platforms, or AI-assisted financial planning tools.
- Strong interest in applying financial expertise to emerging AI technologies and advisory innovation.