Financial Advisor (CFA or CFP)

• Role: Financial Advisor (CFA or CFP)
• Location: Remote (Work from Anywhere)
• Payout: Competitive, based on experience

Role Overview:

We are hiring for one of our clients, seeking a Financial Advisor (CFA or CFP) to work on a contractual basis. This person will apply their expertise to help train next-generation AI systems, evaluating and reviewing realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions. The work of this Financial Advisor will shape how models learn, reason, and perform through high-quality, real-world input, and will contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising.

Key Responsibilities:

• Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households.

• Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families.

• Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points.

• Detail decision rules, rules of thumb, and benchmarks commonly used in practice, such as cash reserve targets, debt payoff sequencing, and retirement savings rates.

• Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication.

Required Skills & Qualifications:

• Several years of hands-on, client-facing experience providing holistic financial planning to mainstream households in roles such as financial advisor, wealth advisor, or personal financial consultant.

• Expertise in budgeting, cash flow analysis, debt management, and retirement planning, with the ability to apply this knowledge to real-world scenarios.

• Strong written and verbal communication skills, with the ability to document complex financial concepts in a clear and concise manner.

• Ability to identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios.

• Strong analytical and problem-solving skills, with the ability to contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising.

More About the Opportunity:

This role offers a unique opportunity to work with a global leader in the finance industry, contributing to the development of next-generation AI systems. The successful candidate will have the opportunity to work on a variety of projects, including evaluating and reviewing realistic advisory scenarios, assessing AI-generated recommendations, and contributing to the development of workflows and processes that reflect best practices in everyday personal finance advising.

Equal Opportunity Employer:

We hire based on skills and expertise. All qualified candidates are welcome regardless of background, experience, or prior employment history. Applications are reviewed solely on demonstrated technical ability and qualifications.

Apply Now!