Personal Finance Advisor / Certified Financial Planner® | $50-$110/hr Remote
Overview
This role involves applying personal finance expertise to train AI systems by reviewing realistic financial planning scenarios, evaluating AI-generated advice, and providing detailed written feedback. The work is remote and part-time, focusing on improving how AI models handle financial conversations for mainstream households.
What You'll Do6
- 1Review realistic financial planning scenarios covering budgets, emergency funds, debt payoff, retirement planning, and more.
- 2Evaluate AI-generated advice for suitability, clarity, and practicality for mainstream and mass-affluent households.
- 3Detail how advisory conversations would be conducted, including question frameworks, goal prioritization, and tradeoff discussions.
- 4Articulate actionable decision rules and rules of thumb used with real clients, such as cash reserve targets or savings-rate benchmarks.
- 5Deliver written feedback to refine AI explanations, next steps, and tradeoff framing using clear, empathetic language for non-experts.
- 6Identify compliance and risk considerations, advising when to stay within scope or refer to other specialists (CPA, attorney, insurance).
Requirements5
- 1Several years of client-facing experience as a Financial Planner/Advisor, Personal Financial Consultant, or similar role serving mainstream households.
- 2Demonstrated expertise in budgeting, cash-flow planning, debt management, retirement planning, education savings, and risk management.
- 3CFP® certification strongly preferred (or CFP exam passed with relevant experience); ChFC or other credentials considered with substantial practical experience.
- 4Exceptional written and verbal communication skills, able to explain tradeoffs in simple, reassuring language.
- 5High professional integrity and strong compliance orientation with a fiduciary/client-first standard.
Who Should Apply
Ideal candidates are experienced Certified Financial Planners or equivalent advisors with a strong track record of client-facing work, particularly with mainstream households. They should have deep expertise in core financial planning areas, outstanding communication skills, and a commitment to fiduciary standards. A willingness to apply their domain knowledge to AI training and work remotely on a part-time basis is essential.
Salary Insight
The role pays $50-$110 per hour, as stated in the job title.
Required Skills
Application Tip
Emphasize your CFP certification and provide concrete examples of how you explain complex tradeoffs (e.g., mortgage vs. 401(k) contributions) to clients in simple, reassuring language.