About this role
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our partner is seeking experienced financial planners and wealth advisors (CFP® and/or CFA charterholders) to help evaluate and improve advanced AI systems on realistic personal financial planning scenarios. You will work through complex household cases, completing well-scoped tasks that mirror real comprehensive planning and advice work.
What You'll Do
Build, review, and critique comprehensive financial plans for realistic client households.
Evaluate AI-generated recommendations on retirement, tax, investment, insurance, and estate planning for accuracy, suitability, and completeness.
Provide clear, structured written explanations of your reasoning and the advice you would give a real client.
Scenarios You'll Work With
Technology professionals with RSUs, ISOs, and concentrated stock positions
Pre-retirees and retirees: Social Security timing, withdrawal sequencing, Roth conversions, and RMDs
High-net-worth households: asset allocation, tax-aware rebalancing, and tax-loss harvesting
Families with education funding, insurance needs, and estate-planning coordination
Business owners: retirement plan design, succession, and cash-flow planning
Life transitions: divorce, widowhood, inheritance, and career changes
Required Qualifications
Active CFP® certification and/or CFA charter.
5+ years of hands-on, client-facing financial planning or wealth management experience (currently or recently).
Based in the United States, with strong knowledge of US tax, retirement, and investment rules.
Excellent attention to detail and clear written communication.
Preferred Qualifications
Both CFP® and CFA, or additional credentials (CPA, EA, CPWA®, ChFC®, CAIA).
Experience at a fee-only RIA, advice-only practice, or established wealth management firm.
Experience with equity compensation, retirement income planning, and portfolio construction.
Why Join?
Apply your planning expertise to shape how AI systems give real-world financial advice.
Fully remote and flexible, at a highly competitive hourly rate.
Collaborate with a leading fintech and AI team.
This is a 100% remote contract role. Applicants must be located in: United States.
