Certified Financial Planner (CFP® / CFA)

What You'll Do8

• Build full financial plans for sample client households, then review and critique the output.
• Score AI-generated advice on retirement, tax, investment, insurance, and estate topics for accuracy, fit, and completeness.
• Write clear explanations of your reasoning and the advice you would give a real client.
• Test recommendations against US tax, retirement, and investment rules.
• Work through cases that involve RSUs, ISOs, concentrated stock, Social Security timing, withdrawal order, Roth conversions, and RMDs.
• Review plans for high-net-worth households, including asset allocation, tax-aware rebalancing, and tax-loss harvesting.
• Handle family cases with education funding, insurance needs, and estate planning coordination.
• Evaluate business owner cases covering retirement plan design, succession, and cash flow.

Requirements4

• Hold an active CFP® certification and/or CFA charter.
• Bring at least 5 years of client-facing financial planning or wealth management experience, current or recent.
• Live in the United States and know US tax, retirement, and investment rules.
• Show strong attention to detail and clear writing.

Preferred Qualifications4

• Both CFP® and CFA credentials
• CPA, EA, CPWA®, ChFC®, or CAIA credentials
• Experience at a fee-only RIA, advice-only practice, or established wealth management firm
• Background in equity compensation, retirement income planning, or portfolio construction

Who Should Apply

The ideal candidate holds a CFP® or CFA charter and has at least five years of client-facing planning experience. You know US tax and retirement rules and can explain advice in clear writing. Experience with RSUs, Social Security timing, Roth conversions, or business owner planning helps.

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