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Financial Advisor (CFA or CFP)

1 week, 6 days ago
United States
Contract
Mid Level
Financial Analyst
Finance and Accounting
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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
View All Jobs 154

Description

  • Evaluate realistic financial planning scenarios covering budgeting, savings, debt, retirement, investments, and long-term goals.
  • Review AI-generated financial recommendations for accuracy, suitability, compliance, clarity, and practical value.
  • Document real-world financial planning conversations, including goal prioritization, trade-offs, and client decision-making.
  • Define planning methodologies, decision frameworks, and best practices for common financial situations.
  • Provide structured written feedback to improve AI explanations, recommendations, and client communication.
  • Identify compliance, fiduciary, and risk management concerns.
  • Recommend referrals to tax, legal, insurance, or other specialized professionals when appropriate.
  • Contribute subject matter expertise to improve AI workflows and financial planning processes.

Requirements

  • Minimum 3 years of client-facing experience in comprehensive financial planning and advisory services.
  • Experience as a Financial Advisor, Wealth Advisor, Personal Financial Consultant, or similar role.
  • Strong expertise in budgeting and cash flow planning, emergency fund planning, debt management, retirement planning, investment planning, college savings strategies, and basic insurance/risk management analysis.
  • CFP® certification strongly preferred, or CFP exam completion with substantial financial planning experience.
  • CFA, ChFC, or comparable financial planning credentials with strong client advisory experience are also encouraged.
  • 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.
  • Experience with financial coaching, workplace financial wellness services, digital advisory platforms, or AI-assisted financial planning tools is preferred.

Benefits

  • Remote work environment.
  • Contractor role.
  • Hourly pay of $80 to $110/hour.

Interested in this position?

Apply directly on the company website

Apply Now

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