Job Description
Position: Personal Finance Advisor / Certified Financial Planner
Type: Hourly contract
Compensation: $50 - $110/hour
Location: Remote
Commitment: 10-40 hours/week
Role Responsibilities
- Review financial planning scenarios covering budgeting, debt, retirement, and savings strategies.
- Evaluate AI-generated financial advice for clarity, accuracy, and practical applicability.
- Provide structured guidance on client conversations, goal setting, and financial tradeoffs.
- Define actionable financial rules of thumb and decision frameworks for real-world use.
- Deliver clear, empathetic written feedback to improve AI-generated financial guidance.
- Identify compliance considerations and recommend appropriate escalation when needed.
- Collaborate with cross‑functional teams to enhance AI-assisted financial planning tools.