[Remote] Financial Advisor CFA/CFP - Remote
Note: The job is a remote job and is open to candidates in USA. YO IT Consulting is seeking a Financial Advisor CFA/CFP to help train next-generation AI systems. The role involves evaluating financial scenarios, assessing AI-generated recommendations, and documenting advisor-client interactions to enhance financial advising practices.
Responsibilities
- Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to 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 (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates)
- Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication
- Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance)
- Contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising
Skills
- 3+ years of hands-on, client-facing experience providing holistic financial planning to mainstream households in roles such as Financial Advisor, Wealth Advisor, or Personal Financial Consultant
- Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis)
- CFP® certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work
- Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts
- Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service
- Experience mentoring others, developing workflows, or standardizing planning processes
- Comfort working asynchronously and independently in a remote setting
- Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms
- Background designing or improving standardized planning processes or digital advisory journeys
- Familiarity with personal finance apps, digital advice platforms, or AI-driven tools and a strong interest in innovation within the advisory space
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