انتهت صلاحية هذا الإعلان الوظيفي
انتهت بتاريخ ١ أبريل ٢٠٢٦
وصف الوظيفة
Position: Certified Financial Planner® / Personal Financial Advisor. Type: Hourly contract. Compensation: $100 - $160/hr. Location: Remote. Commitment: 10 to 40 hours per week. Role Responsibilities: Review realistic financial planning scenarios across budgeting, debt, and retirement. Evaluate AI generated financial advice for suitability and clarity. Explain structure of advisory conversations. Define actionable decision rules and financial heuristics. Provide empathetic feedback to improve AI guidance. Identify compliance boundaries and risk considerations. Support development of repeatable financial planning workflows. Requirements: Several years of client facing experience as a Financial Planner or Advisor. Expertise in budgeting, debt management, and retirement planning. CFP® certification preferred. Strong communication skills. High professional integrity. Practical experience with financial planning tools.
المسؤوليات
- Review realistic financial planning scenarios reflecting everyday client situations
- Evaluate AI generated financial advice for suitability, clarity, and real world practicality
- Explain how you structure advisory conversations
- Define actionable decision rules and financial heuristics used with real clients
- Provide clear, empathetic written feedback to improve AI explanations
- Identify compliance boundaries and risk considerations
- Support the development of structured, repeatable financial planning workflows
المؤهلات
- Several years of client facing experience as a Financial Planner, Personal Financial Advisor, or similar role
- Expertise in budgeting, cash flow planning, debt management, retirement planning, education savings, and risk management
- CFP® certification preferred, or CFP exam passed with relevant advisory experience
- Strong written and verbal communication skills
- High professional integrity with a strict fiduciary and compliance first mindset
- Practical experience using standardized financial planning processes and tools