Certified Financial Planner (CFP)

About the role

Remote contract position evaluating and reviewing realistic financial advisory scenarios for mainstream households. Work 10-40 hours per week at $80 - $110/hour.

Responsibilities

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

Requirements

• Strong relevant experience providing holistic financial planning to mainstream households.
• Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, 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.

Pay

$80 - $110/hour

Schedule

10-40 hours per week