Personal Finance Advisor (Remote)

• Title: Personal Finance Advisor (Remote)
• Engagement: Hourly contract (independent contractor)
• RATE : USD 100-160 /Hour

Role Overview

One of our clients is seeking a Certified Financial Planner® (CFP®) / Personal Financial Advisor to support the development of AI-assisted financial planning tools. In this remote, part‑time role, you will apply your real‑world advisory experience to help improve how AI systems provide financial guidance for everyday households.

This opportunity allows experienced financial professionals to collaborate asynchronously with an advanced AI research team, ensuring financial recommendations are practical, compliant, and understandable for mainstream clients.

Key Responsibilities

• Review realistic financial planning scenarios reflecting common client conversations such as budgeting, emergency funds, debt repayment, and retirement planning
• Evalua...