Finance Manager (CFP Certified) | Remote

Position

Personal Finance Advisor / Certified Financial Planner

Type

Part‑time

Compensation

$50-$110/hour

Location

Remote

Commitment

10-40 hrs/week

Role Responsibilities

• Review realistic financial planning scenarios covering budgeting, emergency funds, debt payoff, retirement planning, and related client discussions.
• Evaluate AI‑generated financial advice for suitability, clarity, and practicality for mainstream and mass‑affluent households.
• Describe advisory conversation frameworks, including question strategies, goal prioritization, and trade‑off discussions (e.g., mortgage payments vs. retirement contributions).
• Provide actionable financial planning rules of thumb such as savings benchmarks, emergency fund targets, and debt repayment strategies.
• Deliver clear written feedback to improve AI explanations, recommendations, and client communication style.
• Identify compliance considerations and advise when issues should be escalated to specialists such as CPAs, attorneys, or insurance professionals.

Requirements

• Several years of client‑facing experience as a Financial Planner, Personal Financial Advisor, or similar advisory role.
• Strong expertise in financial planning areas including budgeting, cash‑flow planning, debt management, retirement planning, education savings, and risk management.
• CFP® certification preferred, or CFP exam passed with relevant professional experience (ChFC or comparable credentials also considered).
• Excellent written and verbal communication skills with the ability to explain financial trade‑offs clearly to non‑experts.
• Strong professional integrity with commitment to fiduciary and compliance standards.
• Experience following structured financial planning processes and delivering practical financial guidance.

Application Process

• Upload resume
• Interview
• Submit form