Financial Advisor (CFA or CFP)

Job Type: Contractor (US Only) Location: Remote (Part Time)

Job Summary: 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.

Key Responsibilities:

• —Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions for 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
• —Deliver clear, plain-language written feedback to enhance AI explanations and client communication
• —Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach

Required Skills and Qualifications:

• —Several years of hands-on, client-facing experience providing holistic financial planning to mainstream households
• —Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, and risk management
• —CFP® certification strongly preferred (or CFP exam passed with substantial experience); CFA, ChFC, or similar considered
• —Exceptional written and verbal communication skills
• —Demonstrated commitment to fiduciary standards and high-integrity client service

Preferred Qualifications:

• —Prior experience in roles blending financial planning and ongoing coaching
• —Background designing or improving standardized planning processes or digital advisory journeys