Certified Financial Planner

1 hour, 19 minutes ago
Contract
Senior
Finance and Accounting
Weekday

Weekday

Weekday helps companies hire engineers who are vouched by other software engineers, enabling passive income for engineers. They offer services like drafting outreach messages, shortlisting candidates, and conducting reference checks. Backed by Y Combin...

Construction & Engineering
11-50
Founded 2020

Description

  • Analyze realistic financial planning scenarios involving budgets, emergency funds, debt repayment, retirement planning, and related household priorities.
  • Assess AI-generated financial recommendations for appropriateness, clarity, and practical usefulness for mainstream and mass-affluent households.
  • Explain how to lead advisory conversations, including question frameworks, goal prioritization, and discussion of trade-offs.
  • Communicate actionable decision-making guidelines and common rules of thumb used with real clients.
  • Provide written feedback to improve AI-generated explanations, next steps, and trade-off presentations for non-expert audiences.
  • Identify compliance and risk considerations and determine when to stay within scope or refer to CPAs, attorneys, or insurance professionals.
  • Support the training of AI systems by contributing high-quality, real-world financial planning data and feedback.

Requirements

  • Several years of direct client experience as a Financial Planner, Advisor, Personal Financial Consultant, or in a similar role serving mainstream households.
  • Proven expertise in budgeting, cash flow management, debt reduction, retirement planning, education savings, and risk management.
  • CFP® certification is highly preferred, or a passed CFP exam with relevant experience; ChFC or other credentials may be considered with substantial practical experience.
  • Outstanding written and verbal communication skills with the ability to explain trade-offs clearly and reassuringly.
  • Strong professional ethics, a compliance mindset, and dedication to fiduciary and client-first principles.
  • Practical experience with standardized planning processes and a proactive approach to solving financial challenges.
  • Experience serving households with typical W-2 income, employer-sponsored retirement plans, common debts, and insurance needs.
  • Preferred experience integrating holistic planning with financial coaching, especially in mass-market or workplace advisor settings.
  • Preferred experience mentoring junior advisors or creating planning materials such as checklists, playbooks, and workflows.

Benefits

  • $50 to $110 per hour pay rate.
  • Remote work location.
  • Contractor role for US-only candidates.

Interested in this position?

Apply directly on the company website

Apply Now

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