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Financial Advisor (CFA or CFP)
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About the Role
In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. • Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households. • Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality
What You'll Do
- Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households.
- Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families.
- Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points.
- Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates).
- Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication.
- Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance).
You're a Good Fit If You
- Required skills: financial planning, budgeting, retirement planning, debt management, risk management, cfp certification, compliance, written communication, verbal communication, client relationship management, financial problem-solving, fiduciary standard, holistic financial coaching, mentoring, workflow/process development
- 3+ years of hands-on, client-facing experience providing holistic financial planning to mainstream households in roles such as Financial Advisor, Wealth Advisor, or Personal Financial Consultant.
- Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis).
- CFP® certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work.
- Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts.
- Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service.
- Experience mentoring others, developing workflows, or standardizing planning processes.
- Comfort working asynchronously and independently in a remote setting.
Role Highlights
Pay & Payout
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