Analyze and assess practical advisory scenarios related to budgets, emergency funds, debt management, retirement planning, and investment decisions designed for average households.
Evaluate AI-generated suggestions for their appropriateness, clarity, compliance, and practical applicability for W-2 employees and middle-income families.
Record the progression of real advisor-client discussions, including goal prioritization, exploring trade-offs, and guiding clients through key decision points.
Outline decision-making frameworks, common heuristics, and benchmarks frequently employed in practice (such as cash reserve goals, debt repayment priorities, and retirement contribution rates).
Provide straightforward, easy-to-understand written feedback aimed at improving AI explanations, recommended next steps, and client communications.
Detect and highlight any compliance or risk-related concerns, focusing on a fiduciary, client-centered approach and advising appropriate referrals (e.g., to CPAs, attorneys, or insurance specialists).
Support the creation and refinement of workflows and procedures that embody best practices in everyday personal finance advising.

Several years of direct, client-facing experience delivering comprehensive financial planning to typical households, holding positions like Financial Advisor, Wealth Advisor, or Personal Financial Consultant.
Proficiency in budgeting, cash flow evaluation, debt management, retirement planning strategies, college funding, and fundamental risk management (including insurance needs assessment).
CFP® certification is highly preferred (or passing the CFP exam combined with significant related experience); credentials such as CFA, ChFC, or equivalents with substantial mainstream client engagement are also considered.
Outstanding written and verbal communication abilities, with skill in simplifying complex subjects for non-specialists.
A proven dedication to fiduciary responsibilities, regulatory compliance, and delivering client service with integrity.
Experience in mentoring colleagues, developing workflows, or standardizing financial planning procedures.
Ability to work autonomously and asynchronously in a remote work environment.

Financial Advisor – CFA, CFP

Key skills