As a Personal Finance Advisor and Certified Financial Planner®, you will play a crucial role in shaping the future of AI-assisted financial planning. This part-time, remote position allows you to utilize your expertise to enhance the financial well-being of typical American households while collaborating with a leading AI lab to make financial guidance more accessible and practical.

• Review realistic financial planning scenarios that reflect everyday client conversations, including budgets, emergency funds, debt payoff, and retirement planning.
• Evaluate AI-generated advice for suitability, clarity, and practicality for mainstream and mass-affluent households.
• Detail advisory conversation strategies, including question frameworks, goal prioritization, and tradeoff discussions.
• Articulate actionable decision rules and rules of thumb used with real clients, such as cash reserve targets or savings-rate benchmarks.
• Provide written feedback to refine AI explanations, focusing on clear and empathetic language for non-experts.
• Identify compliance and risk considerations, advising when to stay within scope or refer to other specialists (CPA, attorney, insurance).

• Several years of client-facing experience as a Financial Planner/Advisor, Personal Financial Consultant, or similar role serving mainstream households.
• Demonstrated expertise in budgeting, cash-flow planning, debt management, retirement planning, education savings, and risk management.
• CFP® certification strongly preferred, or CFP exam passed with relevant experience; ChFC or other credentials considered with substantial practical experience.
• Exceptional written and verbal communication skills, able to explain tradeoffs in simple, reassuring language.
• High professional integrity, strong compliance orientation, and commitment to a fiduciary/client-first standard.
• Hands-on experience with standardized planning processes and a proactive approach to financial problem-solving.

• Experience blending holistic planning and financial coaching, especially in mass-market or workplace advisor roles.
• Experience mentoring junior advisors or developing planning process materials (checklists, playbooks, workflows).

Employment Type: Part-time

Hourly pay ranges from $50 to $110.

This position is remote and open to qualified candidates regardless of location.