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Remote Personal Financial Advisor AI

Remote / Online - Candidates ideally in
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
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Remote Personal Financial Advisor - Contract (AI)
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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