Remote CFP Finance Advisor; Part-Time — AI-Savvy Planning Expert
Remote / Online - Candidates ideally in
Tulsa, Tulsa County, Oklahoma, 74131, USA
Listed on 2026-06-08
Tulsa, Tulsa County, Oklahoma, 74131, USA
Listing for:
Crossing Hurdles
Part Time, Remote/Work from Home
position Listed on 2026-06-08
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial services company in the United States is looking for a part-time Personal Finance Advisor / Certified Financial Planner. In this remote role, you will review financial scenarios, evaluate AI-generated advice, and provide actionable guidance on financial planning. The ideal candidate has several years of experience in financial advising and strong expertise in budgeting, debt management, and retirement planning.
Excellent communication skills and CFP® certification are preferred.
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