Financial Advisor - CFA or CFP

1 hour, 20 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 practical financial advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions for typical households.
  • Evaluate AI-generated financial suggestions for appropriateness, clarity, compliance, and real-world applicability.
  • Record and structure advisor-client decision processes, including goal prioritization, trade-off discussions, and key decision points.
  • Document decision-making frameworks, common heuristics, and planning benchmarks used in everyday financial advising.
  • Provide clear written feedback to improve AI explanations, recommended next steps, and client communications.
  • Identify compliance and risk-related issues and recommend appropriate referrals to specialists such as CPAs, attorneys, or insurance professionals.
  • Support the creation and refinement of workflows and procedures based on best practices in personal finance advising.

Requirements

  • Several years of direct, client-facing experience delivering comprehensive financial planning to typical households.
  • Experience in roles such as Financial Advisor, Wealth Advisor, or Personal Financial Consultant.
  • Proficiency in budgeting, cash flow evaluation, debt management, retirement planning strategies, college funding, and basic risk management, including insurance needs assessment.
  • CFP® certification is highly preferred, or passing the CFP exam combined with significant related experience.
  • Credentials such as CFA, ChFC, or equivalent qualifications with substantial mainstream client engagement are also considered.
  • Outstanding written and verbal communication skills with the ability to simplify complex topics for non-specialists.
  • Strong commitment to fiduciary responsibilities, regulatory compliance, and client service integrity.
  • Experience mentoring colleagues, developing workflows, or standardizing financial planning procedures.
  • Ability to work autonomously and asynchronously in a remote environment.
  • Preferred experience in workplace financial consulting or advisory roles at national firms, plus familiarity with personal finance apps, digital advisory platforms, or AI-powered tools.

Interested in this position?

Apply directly on the company website

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