Wealth Advisor | Remote

Role Responsibilities

• Evaluate and review financial planning scenarios involving budgeting, debt management, retirement planning, and investment decisions.
• Assess AI-generated financial recommendations for suitability, compliance, clarity, and practical application.
• Document advisor-client interactions, including financial goals, tradeoffs, and decision-making processes.
• Develop and validate financial planning frameworks, benchmarks, and best practices used in client advisory services.
• Provide clear written feedback to improve AI-generated financial guidance and client communication.
• Identify compliance and risk concerns while maintaining a fiduciary, client-first approach.
• Contribute to workflow and process development while mentoring team members on financial planning best practices.

Requirements

• Strong experience providing holistic financial planning and advisory services to mainstream households.
• CFA or CFP certification is required.
• Expertise in financial planning, budgeting, retirement planning, debt management, risk management, and compliance.
• Excellent written and verbal communication skills with the ability to simplify complex financial concepts.
• Strong client relationship management, analytical thinking, and financial problem-solving skills.
• Experience developing workflows, standardizing planning processes, or mentoring other advisors.
• Able to work independently in a remote environment while collaborating with cross-functional teams.