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1 day ago
Requirements and responsibilities
Role Overview: Contribute to building next-gen AI financial advisory systems; provide insights from real-world client-facing financial planning; help design workflows for holistic financial coaching; simplify complex financial topics for everyday users.Core Expertise Required: Financial planning & cash flow analysis; Budgeting, debt management & retirement planning; Risk management (insurance & protection strategies); Strong client relationship management; Compliance & fiduciary standards.Ideal Profile: CFP® (preferred) / CFA / ChFC or similar credentials; Experience advising mainstream households; Ability to communicate clearly with non-experts; Background in mentoring, workflows, or process building.Type: Part-time | Remote; Openings: 3
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