Financial Advisor (CFA or CFP) | Remote
Overview
This role involves applying deep expertise in personal financial planning to train next-generation AI systems. You will evaluate and review realistic financial advisory scenarios, assess AI-generated recommendations, and document how advisor-client conversations unfold. The goal is to improve AI models' reasoning and performance in personal finance through high-quality, real-world input. No prior AI experience is required—only domain knowledge in holistic financial planning.
What You'll Do5
- 1Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions for mainstream households.
- 2Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families.
- 3Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points.
- 4Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication.
- 5Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance).
Requirements5
- 1Several years of hands-on, client-facing experience providing holistic financial planning to mainstream households (e.g., as a Financial Advisor, Wealth Advisor, or Personal Financial Consultant).
- 2Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis).
- 3CFP® certification strongly preferred (or CFA, ChFC, or similar planning credentials considered with substantial relevant client work).
- 4Exceptional written and verbal communication skills, with the ability to break down complex topics for non-experts.
- 5Comfort working asynchronously and independently in a remote setting.
Who Should Apply
The ideal candidate is an experienced financial advisor with a CFP or CFA credential who has worked directly with mainstream households on budgeting, retirement, debt, and risk management. You should be passionate about improving how AI communicates financial advice and comfortable working independently in a remote, asynchronous environment. Strong writing skills and a commitment to fiduciary standards are essential.
Salary Insight
No explicit salary information is provided in the job description. It is a contract role, likely with compensation commensurate with experience and project scope.
Required Skills
Application Tip
Emphasize your client-facing experience with middle-income families and specific examples of how you explain complex financial concepts simply. Also highlight any experience mentoring, developing workflows, or using digital advisory tools—this shows you can contribute to improving AI processes.