Remote Personal Financial Advisor AI
Remote / Online - Candidates ideally in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-06-22
California, Moniteau County, Missouri, 65018, USA
Listing for:
Cephas Consultancy Services Private Limited
Contract, Remote/Work from Home
position Listed on 2026-06-22
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
Location: California
Cephas Consultancy Services Private Limited seeks a Personal Financial Advisor to provide tailored financial guidance and contribute to AI-assisted financial planning tools. This role requires hands-on experience in personal financial advisory and a strong ability to communicate complex concepts.
The ideal candidate will possess a CFP or CFA credential and several years of experience, focusing on high-net-worth clients. The position offers the flexibility to work remotely.
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