Certified Financial Planner (CFP)

Role Responsibilities

• Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions.
• 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 and discussing tradeoffs.
• Detail decision rules, rules of thumb, and benchmarks commonly used in practice.
• Deliver clear, plain-language written feedback to enhance AI explanations and client communication.
• Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach.

Requirements

• Strong relevant experience in the domain providing holistic financial planning to mainstream households.
• Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, and basic risk management.
• CFP certification strongly preferred; CFA, ChFC, or similar planning credentials considered with strong mainstream client work.
• Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts.
• Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service.
• Experience mentoring others, developing workflows, or standardizing planning processes.