Logo-of-Weekday-Ai-hiring-for-jobs-in-US-on-GrabJobs

Financial Advisor - CFA or CFP

icon building Company : Weekday Ai
icon briefcase Job Type : Full Time
icon remote-alt Remote / Work from Home

Number of Applicants

 : 

000+

Click to reveal the number of candidates who applied for this job.
icon loader
Apply Now
icon loader Apply Now

Let AI Supercharge Your Job Hunt!

JobCopilot scans 500,000+ company career sites daily to find jobs for you

Never miss an opportunity Save hours by auto-filling applications forms Land more interviews with tailored applications
happy man
thunder iconActivate JobCopilot

Job Description - Financial Advisor - CFA or CFP

Description

This role is for one of our clients

Job Title: Financial Advisor (CFA or CFP)

Job Type: Contractor - US ONLY

Location: Remote

In this position, you will leverage your expertise to assist in training the next generation of AI systems. Your contributions will influence how models learn, reason, and operate by providing high-quality, real-world data. Previous experience in AI is not necessary — your specialized domain knowledge is what counts.



Requirements

Key Responsibilities:

  1. Analyze and assess practical advisory scenarios related to budgets, emergency funds, debt management, retirement planning, and investment decisions designed for average households.
  2. Evaluate AI-generated suggestions for their appropriateness, clarity, compliance, and practical applicability for W-2 employees and middle-income families.
  3. Record the progression of real advisor-client discussions, including goal prioritization, exploring trade-offs, and guiding clients through key decision points.
  4. Outline decision-making frameworks, common heuristics, and benchmarks frequently employed in practice (such as cash reserve goals, debt repayment priorities, and retirement contribution rates).
  5. Provide straightforward, easy-to-understand written feedback aimed at improving AI explanations, recommended next steps, and client communications.
  6. 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).
  7. Support the creation and refinement of workflows and procedures that embody best practices in everyday personal finance advising.

Required Skills and Qualifications:

  1. 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.
  2. Proficiency in budgeting, cash flow evaluation, debt management, retirement planning strategies, college funding, and fundamental risk management (including insurance needs assessment).
  3. 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.
  4. Outstanding written and verbal communication abilities, with skill in simplifying complex subjects for non-specialists.
  5. A proven dedication to fiduciary responsibilities, regulatory compliance, and delivering client service with integrity.
  6. Experience in mentoring colleagues, developing workflows, or standardizing financial planning procedures.
  7. Ability to work autonomously and asynchronously in a remote work environment.

Preferred Qualifications:

  1. Previous roles that combine financial planning with ongoing coaching, such as workplace financial consultant or advisor at national firms.
  2. Experience designing or enhancing standardized planning methodologies or digital advisory experiences.
  3. Knowledge of personal finance applications, digital advisory platforms, or AI-powered tools, along with a strong interest in innovation within the financial advisory sector.
Original job Financial Advisor - CFA or CFP posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
Apply Now
Share Job
Share Job

Auto-Apply to Financial Advisor Jobs with your AI JobCopilot

thunder icon Auto-Apply with AI

Similar Financial Advisor Jobs in the US

GrabJobs is the no1 job portal in the US, connecting you to thousands of jobs fast! Find the best jobs in the US, apply in 1 click and get a job today!

Mobile Apps

Copyright © 2026 Grabjobs Pte.Ltd. All Rights Reserved.